JAG
Journey Advisory Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,784
| Closed | -$210K | – | 234 |
|
|
2022
Q4 | $210K | Sell |
2,784
-880
| -24% | -$66.2K | 0.05% | 212 |
|
|
2022
Q3 | $274K | Buy |
3,664
+183
| +5% | +$13.7K | 0.07% | 193 |
|
|
2022
Q2 | $269K | Buy |
3,481
+190
| +6% | +$14.7K | 0.06% | 212 |
|
|
2022
Q1 | $256K | Buy |
3,291
+97
| +3% | +$7.55K | 0.06% | 196 |
|
|
2021
Q4 | $258K | Buy |
3,194
+211
| +7% | +$17K | 0.07% | 184 |
|
|
2021
Q3 | $244K | Buy |
2,983
+15
| +0.5% | +$1.23K | 0.08% | 177 |
|
|
2021
Q2 | $244K | Buy |
+2,968
| New | +$244K | 0.08% | 184 |
|