Financial Management Concepts’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
2021
Q4
$4.62M Buy
57,000
+9,756
+21% +$791K 3.37% 13
2021
Q3
$3.87M Buy
47,244
+5,617
+13% +$460K 3.09% 12
2021
Q2
$3.43M Buy
41,627
+5,901
+17% +$486K 2.78% 13
2021
Q1
$2.94M Sell
35,726
-1,755
-5% -$144K 2.64% 13
2020
Q4
$3.11M Buy
+37,481
New +$3.11M 3.01% 10