EA
Elm Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $453K | Sell |
5,820
-1,010
| -15% | -$78.6K | 0.61% | 33 |
|
|
2021
Q4 | $552K | Buy |
6,830
+985
| +17% | +$79.6K | 0.31% | 56 |
|
|
2021
Q3 | $479K | Buy |
5,845
+2,384
| +69% | +$195K | 0.29% | 57 |
|
|
2021
Q2 | $284K | Buy |
3,461
+98
| +3% | +$8.04K | 0.17% | 74 |
|
|
2021
Q1 | $276K | Buy |
3,363
+371
| +12% | +$30.4K | 0.17% | 72 |
|
|
2020
Q4 | $248K | Buy |
+2,992
| New | +$248K | 0.15% | 74 |
|
|
2018
Q4 | – | Sell |
-1,495
| Closed | -$117K | – | 108 |
|
|
2018
Q3 | $117K | Buy |
+1,495
| New | +$117K | 0.08% | 110 |
|