Heritage Wealth Management (Arizona)’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 | $110K | Buy |
1,466
+733
| +100% | +$55.2K | 0.02% | 398 |
|
|
2022
Q3 | $55K | Sell |
733
-1
| -0.1% | -$75 | 0.02% | 389 |
|
|
2022
Q2 | $56.4K | Sell |
734
-41
| -5% | -$3.15K | 0.02% | 398 |
|
|
2022
Q1 | $60K | Buy |
+775
| New | +$60K | 0.02% | 445 |
|
|
2021
Q3 | $64K | Sell |
775
-77
| -9% | -$6.36K | 0.02% | 416 |
|
|
2021
Q2 | $70K | Sell |
852
-70
| -8% | -$5.75K | 0.03% | 401 |
|
|
2021
Q1 | $76K | Buy |
+922
| New | +$76K | 0.04% | 292 |
|