Insight Wealth Strategies’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-6,312
| Closed | -$517K | – | 156 |
|
|
2021
Q3 | $517K | Buy |
6,312
+120
| +2% | +$9.83K | 0.07% | 140 |
|
|
2021
Q2 | $509K | Sell |
6,192
-1,636
| -21% | -$134K | 0.07% | 142 |
|
|
2021
Q1 | $643K | Sell |
7,828
-62
| -0.8% | -$5.09K | 0.09% | 131 |
|
|
2020
Q4 | $654K | Buy |
7,890
+5,033
| +176% | +$417K | 0.11% | 100 |
|
|
2020
Q3 | $237K | Buy |
+2,857
| New | +$237K | 0.04% | 175 |
|