Heirloom Wealth Management’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
Q2
Sell
-2,900
Closed -$222K 50
2023
Q1
$222K Buy
+2,900
New +$222K 0.11% 44
2022
Q1
Sell
-2,602
Closed -$209K 30
2021
Q4
$209K Buy
+2,602
New +$209K 0.18% 32