LGT 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
Q2 | – | Sell |
-2,535
| Closed | -$194K | – | 787 |
|
|
2024
Q1 | $194K | Hold |
2,535
| – | – | 0.23% | 101 |
|
|
2023
Q4 | $195K | Hold |
2,535
| – | – | 0.24% | 93 |
|
|
2023
Q3 | $191K | Sell |
2,535
-337
| -12% | -$25.3K | 0.24% | 85 |
|
|
2023
Q2 | $217K | Buy |
+2,872
| New | +$217K | 0.23% | 111 |
|
|
2023
Q1 | – | Sell |
-2,535
| Closed | -$191K | – | 100 |
|
|
2022
Q4 | $191K | Buy |
+2,535
| New | +$191K | 0.22% | 103 |
|