DCM
DGS Capital Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $2.06M | Buy |
26,613
+3,307
| +14% | +$256K | 0.51% | 31 |
|
2024
Q3 | $1.83M | Buy |
23,306
+3,313
| +17% | +$261K | 0.5% | 30 |
|
2024
Q2 | $1.53M | Buy |
19,993
+2,552
| +15% | +$196K | 0.43% | 34 |
|
2024
Q1 | $1.34M | Buy |
17,441
+6,311
| +57% | +$484K | 0.38% | 36 |
|
2023
Q4 | $857K | Sell |
11,130
-2,887
| -21% | -$222K | 0.33% | 57 |
|
2023
Q3 | $1.05M | Buy |
14,017
+920
| +7% | +$69.2K | 0.52% | 38 |
|
2023
Q2 | $990K | Buy |
13,097
+617
| +5% | +$46.6K | 0.49% | 40 |
|
2023
Q1 | $955K | Buy |
12,480
+1,344
| +12% | +$103K | 0.53% | 35 |
|
2022
Q4 | $838K | Buy |
11,136
+3,025
| +37% | +$228K | 0.55% | 35 |
|
2022
Q3 | $607K | Sell |
8,111
-49
| -0.6% | -$3.67K | 0.41% | 41 |
|
2022
Q2 | $627K | Sell |
8,160
-4,913
| -38% | -$378K | 0.51% | 37 |
|
2022
Q1 | $1.02M | Buy |
13,073
+6,024
| +85% | +$469K | 0.62% | 25 |
|
2021
Q4 | $570K | Buy |
+7,049
| New | +$570K | 0.36% | 43 |
|