FGAM
Financial Gravity Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.05M | Buy |
+51,725
| New | +$4.05M | 0.88% | 29 |
|
|
2024
Q2 | $3.33M | Sell |
44,094
-37,966
| -46% | -$2.86M | 0.83% | 29 |
|
|
2024
Q1 | $6.31M | Sell |
82,060
-420,870
| -84% | -$32.3M | 0.85% | 25 |
|
|
2023
Q4 | $32.8M | Buy |
502,930
+40,900
| +9% | +$2.67M | 0.35% | 60 |
|
|
2023
Q3 | $29.6M | Buy |
462,030
+452,332
| +4,664% | +$29M | 0.33% | 60 |
|
|
2023
Q2 | $30.1K | Buy |
9,698
+3,616
| +59% | +$11.2K | 0.08% | 116 |
|
|
2023
Q1 | $71.1K | Buy |
6,082
+4,731
| +350% | +$55.3K | 2.19% | 4 |
|
|
2022
Q4 | $103K | Sell |
1,351
-1,538
| -53% | -$117K | 0.53% | 39 |
|
|
2022
Q3 | $70K | Sell |
2,889
-1,710
| -37% | -$41.4K | 2.37% | 5 |
|
|
2022
Q2 | $63.1K | Buy |
4,599
+2,516
| +121% | +$34.5K | 1.96% | 4 |
|
|
2022
Q1 | $64.9K | Sell |
2,083
-633
| -23% | -$19.7K | 1.82% | 8 |
|
|
2021
Q4 | $72.4K | Buy |
2,716
+1,813
| +201% | +$48.4K | 1.64% | 6 |
|
|
2021
Q3 | $82K | Sell |
903
-217
| -19% | -$19.7K | 0.04% | 406 |
|
|
2021
Q2 | $100K | Buy |
1,120
+34
| +3% | +$3.04K | 0.04% | 347 |
|
|
2021
Q1 | $89.3K | Sell |
1,086
-902
| -45% | -$74.1K | 1.83% | 3 |
|
|
2020
Q4 | $165K | Buy |
+1,988
| New | +$165K | 0.15% | 67 |
|
|
2020
Q2 | – | Sell |
-4,629
| Closed | -$380K | – | 131 |
|
|
2020
Q1 | $380K | Sell |
4,629
-5,392
| -54% | -$443K | 1.18% | 8 |
|
|
2019
Q4 | $81K | Buy |
10,021
+1,328
| +15% | +$10.7K | 0.06% | 415 |
|
|
2019
Q3 | $702K | Buy |
8,693
+3,336
| +62% | +$269K | 0.6% | 35 |
|
|
2019
Q2 | $431K | Buy |
5,357
+5,322
| +15,206% | +$428K | 0.35% | 74 |
|
|
2019
Q1 | $3K | Buy |
+35
| New | +$3K | ﹤0.01% | 815 |
|
|
2018
Q3 | $3K | Buy |
+35
| New | +$3K | ﹤0.01% | 835 |
|