HBK Sorce Advisory’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 | – | Sell |
-2,936
| Closed | -$220K | – | 802 |
|
|
2022
Q3 | $220K | Buy |
+2,936
| New | +$220K | 0.01% | 435 |
|
|
2021
Q4 | – | Sell |
-6,260
| Closed | -$513K | – | 599 |
|
|
2021
Q3 | $513K | Buy |
+6,260
| New | +$513K | 0.03% | 312 |
|
|
2018
Q2 | – | Sell |
-2,682
| Closed | -$210K | – | 393 |
|
|
2018
Q1 | $210K | Buy |
2,682
+148
| +6% | +$11.6K | 0.03% | 345 |
|
|
2017
Q4 | $200K | Buy |
+2,534
| New | +$200K | 0.02% | 371 |
|