Householder Group Estate & Retirement Specialist’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
Q4 | $21K | Sell |
279
-3,353
| -92% | -$252K | 0.02% | 283 |
|
|
2024
Q3 | $285K | Buy |
3,632
+16
| +0.4% | +$1.26K | 0.08% | 194 |
|
|
2024
Q2 | $277K | Sell |
3,616
-1,754
| -33% | -$134K | 0.08% | 197 |
|
|
2024
Q1 | $412K | Sell |
5,370
-73
| -1% | -$5.6K | 0.12% | 157 |
|
|
2023
Q4 | $419K | Buy |
5,443
+203
| +4% | +$15.6K | 0.14% | 139 |
|
|
2023
Q3 | $394K | Buy |
+5,240
| New | +$394K | 0.14% | 136 |
|
|
2023
Q1 | $308K | Buy |
+4,024
| New | +$308K | 0.12% | 161 |
|
|
2022
Q4 | – | Sell |
-14,299
| Closed | -$1.07M | – | 423 |
|
|
2022
Q3 | $1.07M | Buy |
14,299
+1,066
| +8% | +$79.7K | 0.44% | 49 |
|
|
2022
Q2 | $1.02M | Buy |
13,233
+815
| +7% | +$62.6K | 0.45% | 50 |
|
|
2022
Q1 | $967K | Buy |
12,418
+908
| +8% | +$70.7K | 0.39% | 67 |
|
|
2021
Q4 | $930K | Buy |
+11,510
| New | +$930K | 0.35% | 79 |
|