KC
Kingfisher Capital’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $590K | Buy |
7,501
+3,815
| +103% | +$300K | 0.14% | 118 |
|
|
2024
Q2 | $283K | Buy |
+3,686
| New | +$283K | 0.07% | 147 |
|
|
2022
Q2 | – | Sell |
-18,001
| Closed | -$1.4M | – | 168 |
|
|
2022
Q1 | $1.4M | Sell |
18,001
-47,309
| -72% | -$3.68M | 0.36% | 92 |
|
|
2021
Q4 | $5.28M | Sell |
65,310
-17,134
| -21% | -$1.38M | 1.22% | 21 |
|
|
2021
Q3 | $6.76M | Sell |
82,444
-3,766
| -4% | -$309K | 1.75% | 7 |
|
|
2021
Q2 | $7.08M | Sell |
86,210
-1,649
| -2% | -$135K | 1.8% | 7 |
|
|
2021
Q1 | $7.22M | Sell |
87,859
-1,711
| -2% | -$141K | 2.02% | 4 |
|
|
2020
Q4 | $7.43M | Buy |
89,570
+4,273
| +5% | +$354K | 2.25% | 4 |
|
|
2020
Q3 | $7.08M | Buy |
85,297
+47,948
| +128% | +$3.98M | 2.54% | 3 |
|
|
2020
Q2 | $3.1M | Sell |
37,349
-1,196
| -3% | -$99.4K | 1.38% | 17 |
|
|
2020
Q1 | $3.17M | Sell |
38,545
-77,401
| -67% | -$6.36M | 1.63% | 13 |
|
|
2019
Q4 | $9.35M | Buy |
+115,946
| New | +$9.35M | 4.36% | 1 |
|