Financial Partners Capital Management’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
Q4 | $1.1M | Sell |
14,665
-5
| -0% | -$376 | 0.25% | 77 |
|
|
2022
Q3 | $1.1M | Sell |
14,670
-10,963
| -43% | -$820K | 0.26% | 78 |
|
|
2022
Q2 | $1.97M | Sell |
25,633
-2,362
| -8% | -$181K | 0.42% | 61 |
|
|
2022
Q1 | $2.18M | Buy |
27,995
+70
| +0.3% | +$5.45K | 0.4% | 61 |
|
|
2021
Q4 | $2.26M | Sell |
27,925
-2,085
| -7% | -$169K | 0.4% | 59 |
|
|
2021
Q3 | $2.46M | Sell |
30,010
-630
| -2% | -$51.6K | 0.45% | 48 |
|
|
2021
Q2 | $2.52M | Sell |
30,640
-256
| -0.8% | -$21K | 0.46% | 48 |
|
|
2021
Q1 | $2.54M | Buy |
30,896
+5
| +0% | +$411 | 0.51% | 43 |
|
|
2020
Q4 | $2.56M | Sell |
30,891
-255
| -0.8% | -$21.1K | 0.58% | 38 |
|
|
2020
Q3 | $2.59M | Hold |
31,146
| – | – | 0.69% | 35 |
|
|
2020
Q2 | $2.59M | Sell |
31,146
-755
| -2% | -$62.8K | 0.75% | 34 |
|
|
2020
Q1 | $2.62M | Buy |
+31,901
| New | +$2.62M | 0.84% | 36 |
|