GIA
GHP Investment Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-67
| Closed | -$5.18K | – | 969 |
|
|
2024
Q4 | $5.18K | Buy |
+67
| New | +$5.18K | ﹤0.01% | 792 |
|
|
2024
Q3 | – | Sell |
-22
| Closed | -$1.69K | – | 990 |
|
|
2024
Q2 | $1.69K | Buy |
+22
| New | +$1.69K | ﹤0.01% | 869 |
|
|
2023
Q4 | – | Sell |
-276
| Closed | -$20.7K | – | 860 |
|
|
2023
Q3 | $20.7K | Buy |
+276
| New | +$20.7K | ﹤0.01% | 598 |
|
|
2023
Q1 | – | Sell |
-1,445
| Closed | -$109K | – | 925 |
|
|
2022
Q4 | $109K | Hold |
1,445
| – | – | 0.01% | 429 |
|
|
2022
Q3 | $108K | Sell |
1,445
-93
| -6% | -$6.95K | 0.01% | 413 |
|
|
2022
Q2 | $118K | Buy |
1,538
+938
| +156% | +$72K | 0.01% | 402 |
|
|
2022
Q1 | $47K | Buy |
+600
| New | +$47K | ﹤0.01% | 503 |
|