EnRich Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Buy |
3,637
+337
| +10% | +$26.5K | 0.09% | 49 |
|
|
2025
Q1 | $258K | Sell |
3,300
-330
| -9% | -$25.8K | 0.09% | 49 |
|
|
2024
Q4 | $281K | Buy |
3,630
+32
| +0.9% | +$2.47K | 0.09% | 46 |
|
|
2024
Q3 | $283K | Buy |
3,598
+3
| +0.1% | +$236 | 0.09% | 46 |
|
|
2024
Q2 | $276K | Buy |
3,595
+614
| +21% | +$47.1K | 0.1% | 44 |
|
|
2024
Q1 | $229K | Buy |
2,981
+1
| +0% | +$77 | 0.09% | 48 |
|
|
2023
Q4 | $229K | Buy |
+2,980
| New | +$229K | 0.1% | 45 |
|