ICA Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $273K | Sell |
3,558
-13,520
| -79% | -$1.04M | 0.16% | 82 |
|
|
2024
Q1 | $1.31M | Buy |
17,078
+247
| +1% | +$18.9K | 0.26% | 77 |
|
|
2023
Q4 | $1.3M | Sell |
16,831
-6,539
| -28% | -$504K | 0.29% | 69 |
|
|
2023
Q3 | $1.75M | Buy |
23,370
+1,904
| +9% | +$143K | 0.49% | 47 |
|
|
2023
Q2 | $1.62M | Buy |
21,466
+12,747
| +146% | +$963K | 0.41% | 51 |
|
|
2023
Q1 | $667K | Sell |
8,719
-12,374
| -59% | -$946K | 0.16% | 124 |
|
|
2022
Q4 | $1.59M | Buy |
21,093
+1,695
| +9% | +$128K | 0.37% | 66 |
|
|
2022
Q3 | $1.45M | Buy |
19,398
+555
| +3% | +$41.5K | 0.31% | 77 |
|
|
2022
Q2 | $1.45M | Buy |
18,843
+1,557
| +9% | +$119K | 0.27% | 87 |
|
|
2022
Q1 | $1.33M | Buy |
+17,286
| New | +$1.33M | 0.25% | 96 |
|