LeJeune Puetz Investment Counsel’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
Q1 | – | Sell |
-1,584
| Closed | -$119K | – | 197 |
|
|
2022
Q4 | $119K | Hold |
1,584
| – | – | 0.04% | 187 |
|
|
2022
Q3 | $119K | Hold |
1,584
| – | – | 0.05% | 184 |
|
|
2022
Q2 | $121K | Sell |
1,584
-113
| -7% | -$8.63K | 0.05% | 183 |
|
|
2022
Q1 | $132K | Sell |
1,697
-73
| -4% | -$5.68K | 0.05% | 179 |
|
|
2021
Q4 | $143K | Hold |
1,770
| – | – | 0.05% | 181 |
|
|
2021
Q3 | $145K | Buy |
+1,770
| New | +$145K | 0.05% | 176 |
|