Endurance Wealth Management’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
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 619 |
|
|
2023
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 618 |
|
|
2022
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 603 |
|
|
2022
Q3 | $1K | Sell |
10
-245
| -96% | -$24.5K | ﹤0.01% | 583 |
|
|
2022
Q2 | $20K | Hold |
255
| – | – | ﹤0.01% | 414 |
|
|
2022
Q1 | $20K | Sell |
255
-51,285
| -100% | -$4.02M | ﹤0.01% | 440 |
|
|
2021
Q4 | $4.17M | Buy |
51,540
+245
| +0.5% | +$19.8K | 0.45% | 58 |
|
|
2021
Q3 | $4.2M | Hold |
51,295
| – | – | 0.47% | 60 |
|
|
2021
Q2 | $4.21M | Buy |
51,295
+12,200
| +31% | +$1M | 0.47% | 60 |
|
|
2021
Q1 | $3.21M | Hold |
39,095
| – | – | 0.38% | 66 |
|
|
2020
Q4 | $3.24M | Hold |
39,095
| – | – | 0.41% | 63 |
|
|
2020
Q3 | $3.25M | Buy |
39,095
+39,085
| +390,850% | +$3.25M | 0.48% | 55 |
|
|
2020
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 576 |
|
|
2020
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 534 |
|
|
2019
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 501 |
|
|
2019
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 504 |
|
|
2019
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 457 |
|
|
2019
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 460 |
|
|
2018
Q4 | $1K | Sell |
10
-309
| -97% | -$30.9K | ﹤0.01% | 457 |
|
|
2018
Q3 | $25K | Hold |
319
| – | – | ﹤0.01% | 325 |
|
|
2018
Q2 | $25K | Hold |
319
| – | – | ﹤0.01% | 327 |
|
|
2018
Q1 | $25K | Hold |
319
| – | – | ﹤0.01% | 339 |
|
|
2017
Q4 | $25K | Sell |
319
-78
| -20% | -$6.11K | ﹤0.01% | 329 |
|
|
2017
Q3 | $32K | Sell |
397
-25
| -6% | -$2.02K | 0.01% | 302 |
|
|
2017
Q2 | $34K | Hold |
422
| – | – | 0.01% | 305 |
|
|
2017
Q1 | $34K | Hold |
422
| – | – | 0.01% | 305 |
|
|
2016
Q4 | $34K | Sell |
422
-539
| -56% | -$43.4K | 0.01% | 296 |
|
|
2016
Q3 | $77K | Hold |
961
| – | – | 0.01% | 237 |
|
|
2016
Q2 | $78K | Hold |
961
| – | – | 0.01% | 230 |
|
|
2016
Q1 | $77 | Hold |
961
| – | – | 0.01% | 230 |
|
|
2015
Q4 | $76K | Buy |
961
+113
| +13% | +$8.94K | 0.01% | 235 |
|
|
2015
Q3 | $68K | Hold |
848
| – | – | 0.01% | 244 |
|
|
2015
Q2 | $68K | Buy |
+848
| New | +$68K | 0.01% | 241 |
|