HPM
Hudson Portfolio Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $239K | Sell |
3,097
-883
| -22% | -$68K | 0.26% | 89 |
|
|
2023
Q3 | $299K | Sell |
3,980
-200
| -5% | -$15K | 0.34% | 78 |
|
|
2023
Q2 | $316K | Hold |
4,180
| – | – | 0.34% | 81 |
|
|
2023
Q1 | $320K | Sell |
4,180
-2,495
| -37% | -$191K | 0.36% | 81 |
|
|
2022
Q4 | $502K | Sell |
6,675
-9,430
| -59% | -$710K | 0.56% | 62 |
|
|
2022
Q3 | $1.2M | Sell |
16,105
-1,330
| -8% | -$99.4K | 1.42% | 25 |
|
|
2022
Q2 | $1.34M | Sell |
17,435
-5,660
| -25% | -$435K | 1.39% | 23 |
|
|
2022
Q1 | $1.8M | Sell |
23,095
-1,230
| -5% | -$95.8K | 1.59% | 19 |
|
|
2021
Q4 | $1.97M | Sell |
24,325
-1,946
| -7% | -$157K | 1.74% | 17 |
|
|
2021
Q3 | $2.15M | Sell |
26,271
-3,800
| -13% | -$311K | 1.98% | 13 |
|
|
2021
Q2 | $2.47M | Sell |
30,071
-1,380
| -4% | -$113K | 2.27% | 11 |
|
|
2021
Q1 | $2.58M | Buy |
+31,451
| New | +$2.58M | 2.49% | 9 |
|