KWB Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-21,136
| Closed | -$1.71M | – | 105 |
|
|
2022
Q1 | $1.71M | Hold |
21,136
| – | – | 0.28% | 31 |
|
|
2021
Q4 | $1.71M | Sell |
21,136
-2,446
| -10% | -$198K | 0.28% | 31 |
|
|
2021
Q3 | $1.93M | Sell |
23,582
-39,433
| -63% | -$3.23M | 0.34% | 31 |
|
|
2021
Q2 | $5.18M | Sell |
63,015
-363
| -0.6% | -$29.8K | 0.99% | 19 |
|
|
2021
Q1 | $5.21M | Sell |
63,378
-4,360
| -6% | -$358K | 1% | 19 |
|
|
2020
Q4 | $5.62M | Buy |
+67,738
| New | +$5.62M | 1.17% | 20 |
|