IFAM
Institutional & Family Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $607 | Sell |
8
-29
| -78% | -$2.2K | ﹤0.01% | 684 |
|
|
2024
Q1 | $2.83K | Sell |
37
-32
| -46% | -$2.44K | ﹤0.01% | 548 |
|
|
2023
Q4 | $5.35K | Buy |
69
+5
| +8% | +$388 | ﹤0.01% | 470 |
|
|
2023
Q3 | $4.84K | Hold |
64
| – | – | ﹤0.01% | 467 |
|
|
2023
Q2 | $4.85K | Sell |
64
-111
| -63% | -$8.42K | ﹤0.01% | 480 |
|
|
2023
Q1 | $13.4K | Sell |
175
-17,534
| -99% | -$1.34M | ﹤0.01% | 347 |
|
|
2022
Q4 | $1.33M | Sell |
17,709
-694
| -4% | -$52.2K | 0.22% | 79 |
|
|
2022
Q3 | $1.38M | Sell |
18,403
-1,748
| -9% | -$131K | 0.24% | 74 |
|
|
2022
Q2 | $1.55M | Sell |
20,151
-238
| -1% | -$18.3K | 0.27% | 71 |
|
|
2022
Q1 | $1.59M | Sell |
20,389
-190
| -0.9% | -$14.8K | 0.25% | 78 |
|
|
2021
Q4 | $1.66M | Sell |
20,579
-566
| -3% | -$45.7K | 0.26% | 80 |
|
|
2021
Q3 | $1.73M | Sell |
21,145
-562
| -3% | -$46.1K | 0.28% | 79 |
|
|
2021
Q2 | $1.78M | Sell |
21,707
-2,054
| -9% | -$169K | 0.29% | 79 |
|
|
2021
Q1 | $1.95M | Sell |
23,761
-17,453
| -42% | -$1.43M | 0.38% | 69 |
|
|
2020
Q4 | $3.42M | Buy |
41,214
+1,071
| +3% | +$88.8K | 0.72% | 36 |
|
|
2020
Q3 | $3.33M | Buy |
40,143
+2,426
| +6% | +$201K | 0.78% | 35 |
|
|
2020
Q2 | $3.14M | Sell |
37,717
-736
| -2% | -$61.2K | 0.65% | 61 |
|
|
2020
Q1 | $3.16M | Sell |
38,453
-476
| -1% | -$39.1K | 0.73% | 39 |
|
|
2019
Q4 | $3.14M | Sell |
38,929
-2,477
| -6% | -$200K | 0.66% | 55 |
|
|
2019
Q3 | $3.35M | Sell |
41,406
-61,443
| -60% | -$4.96M | 0.73% | 50 |
|
|
2019
Q2 | $8.28M | Sell |
102,849
-4,369
| -4% | -$352K | 1.79% | 9 |
|
|
2019
Q1 | $8.53M | Buy |
107,218
+544
| +0.5% | +$43.3K | 1.8% | 9 |
|
|
2018
Q4 | $8.38M | Sell |
106,674
-10,689
| -9% | -$840K | 1.88% | 8 |
|
|
2018
Q3 | $9.16M | Buy |
117,363
+9,893
| +9% | +$772K | 1.81% | 9 |
|
|
2018
Q2 | $8.41M | Buy |
107,470
+23,892
| +29% | +$1.87M | 1.75% | 10 |
|
|
2018
Q1 | $6.56M | Buy |
+83,578
| New | +$6.56M | 1.39% | 11 |
|