Financial Synergies Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,308
| Closed | -$260K | – | 74 |
|
|
2024
Q3 | $260K | Buy |
3,308
+132
| +4% | +$10.4K | 0.03% | 65 |
|
|
2024
Q2 | $244K | Buy |
3,176
+870
| +38% | +$66.7K | 0.03% | 65 |
|
|
2024
Q1 | $177K | Sell |
2,306
-1,765
| -43% | -$135K | 0.02% | 75 |
|
|
2023
Q4 | $306K | Sell |
4,071
-123
| -3% | -$9.26K | 0.05% | 57 |
|
|
2023
Q3 | $315K | Sell |
4,194
-338
| -7% | -$25.4K | 0.05% | 60 |
|
|
2023
Q2 | $342K | Buy |
4,532
+128
| +3% | +$9.67K | 0.05% | 60 |
|
|
2023
Q1 | $337K | Buy |
4,404
+333
| +8% | +$25.5K | 0.05% | 59 |
|
|
2022
Q4 | $306K | Buy |
4,071
+541
| +15% | +$40.7K | 0.05% | 57 |
|
|
2022
Q3 | $264K | Sell |
3,530
-2,413
| -41% | -$181K | 0.05% | 61 |
|
|
2022
Q2 | $456K | Buy |
+5,943
| New | +$456K | 0.07% | 51 |
|