Fermata Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,599
| Closed | -$203K | – | 164 |
|
|
2022
Q1 | $203K | Sell |
2,599
-1,293
| -33% | -$101K | 0.08% | 176 |
|
|
2021
Q4 | $315K | Sell |
3,892
-3,799
| -49% | -$307K | 0.12% | 122 |
|
|
2021
Q3 | $630K | Sell |
7,691
-2,837
| -27% | -$232K | 0.28% | 68 |
|
|
2021
Q2 | $865K | Buy |
10,528
+2,220
| +27% | +$182K | 0.5% | 44 |
|
|
2021
Q1 | $674K | Buy |
+8,308
| New | +$674K | 0.57% | 37 |
|