I2I
Insight 2811 Inc’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-16,451
| Closed | -$1.24M | – | 85 |
|
2023
Q2 | $1.24M | Hold |
16,451
| – | – | 0.68% | 18 |
|
2023
Q1 | $1.26M | Hold |
16,451
| – | – | 0.78% | 14 |
|
2022
Q4 | $1.24M | Buy |
+16,451
| New | +$1.24M | 0.76% | 14 |
|
2017
Q1 | – | Sell |
-35,720
| Closed | -$2.84M | – | 80 |
|
2016
Q4 | $2.84M | Buy |
+35,720
| New | +$2.84M | 2.31% | 8 |
|