ETIA
Epic Trust Investment Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $243K | Sell |
3,169
-56
| -2% | -$4.3K | 0.27% | 97 |
|
|
2024
Q1 | $247K | Hold |
3,225
| – | – | 0.3% | 92 |
|
|
2023
Q4 | $248K | Buy |
3,225
+56
| +2% | +$4.31K | 0.33% | 82 |
|
|
2023
Q3 | $238K | Hold |
3,169
| – | – | 0.37% | 77 |
|
|
2023
Q2 | $239K | Sell |
3,169
-1,265
| -29% | -$95.6K | 0.34% | 80 |
|
|
2023
Q1 | $339K | Hold |
4,434
| – | – | 0.41% | 64 |
|
|
2022
Q4 | $334K | Hold |
4,434
| – | – | 0.5% | 62 |
|
|
2022
Q3 | $332K | Sell |
4,434
-479
| -10% | -$35.9K | 0.46% | 67 |
|
|
2022
Q2 | $377K | Hold |
4,913
| – | – | 0.71% | 39 |
|
|
2022
Q1 | $383K | Sell |
4,913
-1
| -0% | -$78 | 0.6% | 36 |
|
|
2021
Q4 | $397K | Buy |
+4,914
| New | +$397K | 0.58% | 41 |
|