FAN
Financial Advisors Network’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $5.75M | Sell |
74,678
-5,829
| -7% | -$449K | 1.16% | 19 |
|
|
2023
Q3 | $6.05M | Buy |
+80,507
| New | +$6.05M | 1.36% | 19 |
|
|
2022
Q4 | $6.12M | Buy |
81,231
+380
| +0.5% | +$28.6K | 1.62% | 17 |
|
|
2022
Q3 | $6.05M | Buy |
80,851
+628
| +0.8% | +$47K | 1.79% | 17 |
|
|
2022
Q2 | $6.16M | Buy |
80,223
+17,989
| +29% | +$1.38M | 1.72% | 18 |
|
|
2022
Q1 | $4.85M | Buy |
+62,234
| New | +$4.85M | 1.19% | 19 |
|
|
2019
Q1 | – | Sell |
-32,426
| Closed | -$2.55M | – | 101 |
|
|
2018
Q4 | $2.55M | Buy |
+32,426
| New | +$2.55M | 1.59% | 9 |
|
|
2018
Q2 | $2.65M | Buy |
+33,862
| New | +$2.65M | 1.6% | 12 |
|
|
2017
Q2 | – | Sell |
-18,261
| Closed | -$1.46M | – | 92 |
|
|
2017
Q1 | $1.46M | Sell |
18,261
-627
| -3% | -$50K | 1.26% | 14 |
|
|
2016
Q4 | $1.5M | Buy |
+18,888
| New | +$1.5M | 1.28% | 15 |
|