Kathryn A. Hall’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 |
-9,293
| Closed | -$731K | – | 22 |
|
|
2024
Q3 | $731K | Hold |
9,293
| – | – | 0.15% | 41 |
|
|
2024
Q2 | $713K | Hold |
9,293
| – | – | 0.16% | 42 |
|
|
2024
Q1 | $712K | Sell |
9,293
-6,167
| -40% | -$473K | 0.16% | 42 |
|
|
2023
Q4 | $1.19M | Sell |
15,460
-14,600
| -49% | -$1.12M | 0.34% | 37 |
|
|
2023
Q3 | $2.26M | Hold |
30,060
| – | – | 0.77% | 26 |
|
|
2023
Q2 | $2.27M | Sell |
30,060
-42,370
| -58% | -$3.2M | 0.74% | 24 |
|
|
2023
Q1 | $5.54M | Hold |
72,430
| – | – | 1.62% | 16 |
|
|
2022
Q4 | $5.45M | Sell |
72,430
-26,380
| -27% | -$1.99M | 2.24% | 11 |
|
|
2022
Q3 | $7.39M | Sell |
98,810
-13,000
| -12% | -$973K | 3.06% | 9 |
|
|
2022
Q2 | $8.59M | Hold |
111,810
| – | – | 3.13% | 9 |
|
|
2022
Q1 | $8.71M | Buy |
111,810
+102,270
| +1,072% | +$7.97M | 2.63% | 11 |
|
|
2021
Q4 | $771K | Buy |
+9,540
| New | +$771K | 0.18% | 43 |
|