Fullen Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $16.1M | Buy |
210,369
+26,732
| +15% | +$2.05M | 8.69% | 3 |
|
|
2022
Q4 | $14M | Buy |
183,637
+20,061
| +12% | +$1.53M | 7.95% | 3 |
|
|
2022
Q3 | $12.2M | Buy |
163,576
+10,202
| +7% | +$761K | 7.77% | 3 |
|
|
2022
Q2 | $11.8M | Sell |
153,374
-1,212
| -0.8% | -$93.1K | 7.59% | 4 |
|
|
2022
Q1 | $12M | Sell |
154,586
-9,245
| -6% | -$720K | 7.03% | 4 |
|
|
2021
Q4 | $13.2M | Sell |
163,831
-1,099
| -0.7% | -$88.8K | 7.38% | 3 |
|
|
2021
Q3 | $13.4M | Buy |
164,930
+9,266
| +6% | +$754K | 7.66% | 3 |
|
|
2021
Q2 | $12.8M | Buy |
155,664
+54,939
| +55% | +$4.51M | 7.53% | 3 |
|
|
2021
Q1 | $8.28M | Buy |
100,725
+23,962
| +31% | +$1.97M | 5.29% | 5 |
|
|
2020
Q4 | $6.36M | Buy |
76,763
+15,967
| +26% | +$1.32M | 4.32% | 6 |
|
|
2020
Q3 | $5.05M | Buy |
60,796
+10,800
| +22% | +$897K | 3.85% | 8 |
|
|
2020
Q2 | $4.16M | Buy |
+49,996
| New | +$4.16M | 3.45% | 10 |
|