HBW Advisory Services’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
Q3 | – | Sell |
-4,217
| Closed | -$323K | – | 369 |
|
|
2024
Q2 | $323K | Sell |
4,217
-1,261
| -23% | -$96.7K | 0.05% | 248 |
|
|
2024
Q1 | $422K | Hold |
5,478
| – | – | 0.08% | 188 |
|
|
2023
Q4 | $422K | Buy |
5,478
+20
| +0.4% | +$1.54K | 0.08% | 188 |
|
|
2023
Q3 | $410K | Sell |
5,458
-3,940
| -42% | -$296K | 0.09% | 190 |
|
|
2023
Q2 | $710K | Buy |
9,398
+1,207
| +15% | +$91.2K | 0.15% | 146 |
|
|
2023
Q1 | $627K | Buy |
8,191
+794
| +11% | +$60.8K | 0.16% | 146 |
|
|
2022
Q4 | $557K | Sell |
7,397
-523
| -7% | -$39.4K | 0.15% | 155 |
|
|
2022
Q3 | $593K | Buy |
7,920
+438
| +6% | +$32.8K | 0.17% | 143 |
|
|
2022
Q2 | $575K | Buy |
7,482
+94
| +1% | +$7.22K | 0.15% | 141 |
|
|
2022
Q1 | $576K | Sell |
7,388
-1,827
| -20% | -$142K | 0.2% | 120 |
|
|
2021
Q4 | $745K | Buy |
9,215
+204
| +2% | +$16.5K | 0.17% | 127 |
|
|
2021
Q3 | $738K | Buy |
9,011
+4,771
| +113% | +$391K | 0.19% | 126 |
|
|
2021
Q2 | $348K | Sell |
4,240
-51
| -1% | -$4.19K | 0.09% | 176 |
|
|
2021
Q1 | $353K | Buy |
4,291
+113
| +3% | +$9.3K | 0.09% | 173 |
|
|
2020
Q4 | $346K | Buy |
4,178
+1,755
| +72% | +$145K | 0.11% | 150 |
|
|
2020
Q3 | $201K | Buy |
+2,423
| New | +$201K | 0.08% | 185 |
|