Kraft Davis & Associates’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 |
-5,034
| Closed | -$391K | – | 143 |
|
|
2024
Q3 | $391K | Sell |
5,034
-1,571
| -24% | -$122K | 0.12% | 88 |
|
|
2024
Q2 | $511K | Sell |
6,605
-448
| -6% | -$34.7K | 0.15% | 73 |
|
|
2024
Q1 | $538K | Sell |
7,053
-3,398
| -33% | -$259K | 0.16% | 74 |
|
|
2023
Q4 | $804K | Buy |
10,451
+2,329
| +29% | +$179K | 0.24% | 55 |
|
|
2023
Q3 | $607K | Sell |
8,122
-888
| -10% | -$66.3K | 0.23% | 55 |
|
|
2023
Q2 | $678K | Buy |
+9,010
| New | +$678K | 0.24% | 55 |
|
|
2022
Q4 | $1.79M | Buy |
+23,772
| New | +$1.79M | 0.71% | 33 |
|