Landmark Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $286K | Buy |
3,717
+854
| +30% | +$65.8K | 0.1% | 79 |
|
|
2023
Q3 | $215K | Hold |
2,863
| – | – | 0.09% | 84 |
|
|
2023
Q2 | $216K | Sell |
2,863
-580
| -17% | -$43.8K | 0.09% | 85 |
|
|
2023
Q1 | $263K | Buy |
3,443
+3
| +0.1% | +$229 | 0.12% | 76 |
|
|
2022
Q4 | $259K | Hold |
3,440
| – | – | 0.12% | 76 |
|
|
2022
Q3 | $257K | Buy |
3,440
+110
| +3% | +$8.22K | 0.14% | 70 |
|
|
2022
Q2 | $256K | Buy |
3,330
+17
| +0.5% | +$1.31K | 0.13% | 71 |
|
|
2022
Q1 | $256K | Sell |
3,313
-410
| -11% | -$31.7K | 0.12% | 75 |
|
|
2021
Q4 | $301K | Buy |
+3,723
| New | +$301K | 0.13% | 72 |
|
|
2021
Q3 | – | Sell |
-3,683
| Closed | -$303K | – | 67 |
|
|
2021
Q2 | $303K | Buy |
+3,683
| New | +$303K | 0.14% | 61 |
|