IAG Wealth Partners’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
Q2
Hold
0
501
2024
Q1
Hold
0
449
2023
Q2
Sell
-275
Closed -$21K 459
2023
Q1
$21K Sell
275
-765
-74% -$58.5K 0.01% 222
2022
Q4
$78.3K Buy
+1,040
New +$78.3K 0.02% 108