DFPG Investments’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $444K | Sell |
5,781
-3,318
| -36% | -$255K | 0.03% | 435 |
|
|
2023
Q3 | $684K | Sell |
9,099
-143
| -2% | -$10.8K | 0.06% | 281 |
|
|
2023
Q2 | $701K | Sell |
9,242
-374
| -4% | -$28.4K | 0.06% | 303 |
|
|
2023
Q1 | $736K | Buy |
+9,616
| New | +$736K | 0.08% | 258 |
|
|
2019
Q4 | – | Sell |
-2,589
| Closed | -$210K | – | 165 |
|
|
2019
Q3 | $210K | Buy |
+2,589
| New | +$210K | 0.17% | 142 |
|