FFS
Founders Financial Securities’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-94,011
| Closed | -$7.1M | – | 335 |
|
|
2023
Q2 | $7.1M | Sell |
94,011
-38,567
| -29% | -$2.91M | 0.94% | 28 |
|
|
2023
Q1 | $10.1M | Buy |
132,578
+9,781
| +8% | +$748K | 1.46% | 15 |
|
|
2022
Q4 | $9.24M | Buy |
122,797
+9,202
| +8% | +$693K | 1.45% | 11 |
|
|
2022
Q3 | $8.5M | Buy |
+113,595
| New | +$8.5M | 1.5% | 10 |
|
|
2016
Q2 | – | Sell |
-39,760
| Closed | -$3.21M | – | 74 |
|
|
2016
Q1 | $3.21M | Buy |
39,760
+13,366
| +51% | +$1.08M | 1.51% | 22 |
|
|
2015
Q4 | $2.1M | Buy |
26,394
+2,595
| +11% | +$206K | 0.97% | 31 |
|
|
2015
Q3 | $1.91M | Buy |
+23,799
| New | +$1.91M | 0.95% | 32 |
|
|
2015
Q2 | – | Sell |
-3,935
| Closed | -$317K | – | 69 |
|
|
2015
Q1 | $317K | Buy |
3,935
+991
| +34% | +$79.8K | 0.16% | 46 |
|
|
2014
Q4 | $235K | Sell |
2,944
-52
| -2% | -$4.15K | 0.14% | 56 |
|
|
2014
Q3 | $240K | Sell |
2,996
-1,126
| -27% | -$90.2K | 0.15% | 52 |
|
|
2014
Q2 | $331K | Sell |
4,122
-17,266
| -81% | -$1.39M | 0.22% | 43 |
|
|
2014
Q1 | $1.71K | Buy |
21,388
+8,160
| +62% | +$654 | 1.15% | 22 |
|
|
2013
Q4 | $1.06M | Buy |
+13,228
| New | +$1.06M | 0.89% | 28 |
|