Jackson Grant Investment Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-700
| Closed | -$53.5K | – | 426 |
|
|
2023
Q1 | $53.5K | Hold |
700
| – | – | 0.03% | 178 |
|
|
2022
Q4 | $52.7K | Hold |
700
| – | – | 0.03% | 174 |
|
|
2022
Q3 | $52K | Hold |
700
| – | – | 0.03% | 168 |
|
|
2022
Q2 | $54K | Hold |
700
| – | – | 0.03% | 173 |
|
|
2022
Q1 | $55K | Buy |
+700
| New | +$55K | 0.02% | 188 |
|
|
2021
Q4 | – | Sell |
-700
| Closed | -$57K | – | 286 |
|
|
2021
Q3 | $57K | Hold |
700
| – | – | 0.03% | 191 |
|
|
2021
Q2 | $58K | Sell |
700
-250
| -26% | -$20.7K | 0.03% | 187 |
|
|
2021
Q1 | $78K | Hold |
950
| – | – | 0.04% | 160 |
|
|
2020
Q4 | $79K | Buy |
+950
| New | +$79K | 0.04% | 149 |
|