Leo H. Evart Inc’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
Q3 | $2.35M | Sell |
31,208
-7,347
| -19% | -$552K | 3.6% | 11 |
|
|
2023
Q2 | $2.91M | Buy |
38,555
+469
| +1% | +$35.4K | 4.04% | 10 |
|
|
2023
Q1 | $2.91M | Buy |
38,086
+6,293
| +20% | +$481K | 4.25% | 8 |
|
|
2022
Q4 | $2.39M | Sell |
31,793
-21,495
| -40% | -$1.62M | 3.62% | 10 |
|
|
2022
Q3 | $3.99M | Sell |
53,288
-91,235
| -63% | -$6.83M | 6.07% | 5 |
|
|
2022
Q2 | $11.1M | Sell |
144,523
-5,233
| -3% | -$402K | 13.49% | 1 |
|
|
2022
Q1 | $11.7M | Buy |
149,756
+6,034
| +4% | +$470K | 12.06% | 2 |
|
|
2021
Q4 | $11.6M | Buy |
+143,722
| New | +$11.6M | 11.31% | 3 |
|