Liberty Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10,838
| Closed | -$844K | – | 135 |
|
|
2022
Q1 | $844K | Sell |
10,838
-750
| -6% | -$58.4K | 0.25% | 80 |
|
|
2021
Q4 | $937K | Sell |
11,588
-638
| -5% | -$51.6K | 0.25% | 84 |
|
|
2021
Q3 | $1M | Sell |
12,226
-504
| -4% | -$41.3K | 0.3% | 75 |
|
|
2021
Q2 | $1.05M | Buy |
12,730
+2,427
| +24% | +$199K | 0.32% | 75 |
|
|
2021
Q1 | $847K | Hold |
10,303
| – | – | 0.29% | 76 |
|
|
2020
Q4 | $854K | Buy |
+10,303
| New | +$854K | 0.31% | 74 |
|
|
2020
Q2 | $856K | Hold |
10,303
| – | – | 0.37% | 59 |
|
|
2020
Q1 | $847K | Hold |
10,303
| – | – | 0.44% | 57 |
|
|
2019
Q4 | $831K | Sell |
10,303
-602
| -6% | -$48.6K | 0.34% | 67 |
|
|
2019
Q3 | $881K | Hold |
10,905
| – | – | 0.39% | 64 |
|
|
2019
Q2 | $878K | Buy |
+10,905
| New | +$878K | 0.39% | 64 |
|
|
2018
Q1 | – | Sell |
-250
| Closed | -$20K | – | 120 |
|
|
2017
Q4 | $20K | Hold |
250
| – | – | 0.01% | 214 |
|
|
2017
Q3 | $20K | Hold |
250
| – | – | 0.01% | 223 |
|
|
2017
Q2 | $20K | Buy |
+250
| New | +$20K | 0.01% | 212 |
|