LA
Latitude Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200K | Buy |
+2,547
| New | +$200K | 0.1% | 202 |
|
|
2025
Q1 | – | Sell |
-2,672
| Closed | -$206K | – | 189 |
|
|
2024
Q4 | $206K | Sell |
2,672
-31
| -1% | -$2.4K | 0.12% | 177 |
|
|
2024
Q3 | $213K | Sell |
2,703
-295
| -10% | -$23.2K | 0.12% | 180 |
|
|
2024
Q2 | $230K | Buy |
+2,998
| New | +$230K | 0.14% | 154 |
|
|
2023
Q4 | – | Sell |
-3,050
| Closed | -$229K | – | 176 |
|
|
2023
Q3 | $229K | Buy |
3,050
+208
| +7% | +$15.6K | 0.16% | 139 |
|
|
2023
Q2 | $215K | Sell |
2,842
-4,513
| -61% | -$341K | 0.15% | 150 |
|
|
2023
Q1 | $563K | Buy |
7,355
+759
| +12% | +$58.1K | 0.41% | 50 |
|
|
2022
Q4 | $497K | Sell |
6,596
-276
| -4% | -$20.8K | 0.37% | 60 |
|
|
2022
Q3 | $514K | Sell |
6,872
-617
| -8% | -$46.1K | 0.42% | 48 |
|
|
2022
Q2 | $575K | Sell |
7,489
-16,405
| -69% | -$1.26M | 0.53% | 41 |
|
|
2022
Q1 | $1.86M | Buy |
23,894
+8,517
| +55% | +$663K | 0.42% | 45 |
|
|
2021
Q4 | $1.24M | Sell |
15,377
-564
| -4% | -$45.6K | 0.35% | 51 |
|
|
2021
Q3 | $1.31M | Buy |
15,941
+7,893
| +98% | +$647K | 0.41% | 43 |
|
|
2021
Q2 | $661K | Sell |
8,048
-13,882
| -63% | -$1.14M | 0.49% | 41 |
|
|
2021
Q1 | $1.8M | Buy |
21,930
+2,725
| +14% | +$224K | 1.48% | 13 |
|
|
2020
Q4 | $1.59M | Buy |
+19,205
| New | +$1.59M | 1.41% | 15 |
|