Lauterbach 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,547
| Closed | -$200K | – | 75 |
|
|
2024
Q3 | $200K | Buy |
+2,547
| New | +$200K | 0.12% | 67 |
|
|
2024
Q2 | – | Sell |
-3,075
| Closed | -$236K | – | 65 |
|
|
2024
Q1 | $236K | Hold |
3,075
| – | – | 0.15% | 58 |
|
|
2023
Q4 | $237K | Sell |
3,075
-105
| -3% | -$8.09K | 0.17% | 57 |
|
|
2023
Q3 | $239K | Hold |
3,180
| – | – | 0.19% | 51 |
|
|
2023
Q2 | $240K | Buy |
3,180
+3
| +0.1% | +$227 | 0.18% | 52 |
|
|
2023
Q1 | $243K | Buy |
3,177
+4
| +0.1% | +$306 | 0.2% | 49 |
|
|
2022
Q4 | $239K | Buy |
3,173
+1
| +0% | +$75 | 0.21% | 45 |
|
|
2022
Q3 | $237K | Sell |
3,172
-982
| -24% | -$73.4K | 0.24% | 44 |
|
|
2022
Q2 | $319K | Buy |
+4,154
| New | +$319K | 0.3% | 32 |
|