Jamison Private Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8
| Closed | -$630 | – | 239 |
|
|
2024
Q3 | $630 | Buy |
8
+1
| +14% | +$79 | ﹤0.01% | 434 |
|
|
2024
Q2 | $537 | Buy |
7
+1
| +17% | +$77 | ﹤0.01% | 404 |
|
|
2024
Q1 | $461 | Buy |
6
+1
| +20% | +$77 | ﹤0.01% | 458 |
|
|
2023
Q4 | $386 | Buy |
5
+2
| +67% | +$154 | ﹤0.01% | 386 |
|
|
2023
Q3 | $226 | Buy |
+3
| New | +$226 | ﹤0.01% | 388 |
|