Invictus Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Buy |
+2,789
| New | +$219K | 0.02% | 78 |
|
|
2024
Q4 | – | Sell |
-6,478
| Closed | -$510K | – | 80 |
|
|
2024
Q3 | $510K | Sell |
6,478
-3,245
| -33% | -$255K | 0.04% | 56 |
|
|
2024
Q2 | $746K | Sell |
9,723
-12,096
| -55% | -$928K | 0.06% | 40 |
|
|
2024
Q1 | $1.67M | Sell |
21,819
-4,424
| -17% | -$339K | 0.15% | 31 |
|
|
2023
Q4 | $2.02M | Buy |
26,243
+6,807
| +35% | +$524K | 0.2% | 32 |
|
|
2023
Q3 | $1.46M | Buy |
19,436
+9,979
| +106% | +$750K | 0.16% | 35 |
|
|
2023
Q2 | $715K | Sell |
9,457
-5,009
| -35% | -$379K | 0.08% | 43 |
|
|
2023
Q1 | $1.11M | Sell |
14,466
-10,331
| -42% | -$790K | 0.13% | 37 |
|
|
2022
Q4 | $1.87M | Buy |
+24,797
| New | +$1.87M | 0.24% | 33 |
|