Life Planning Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $540K | Sell |
6,861
-327
| -5% | -$25.7K | 0.43% | 41 |
|
|
2025
Q1 | $563K | Hold |
7,188
| – | – | 0.51% | 38 |
|
|
2024
Q4 | $555K | Sell |
7,188
-20
| -0.3% | -$1.55K | 0.51% | 39 |
|
|
2024
Q3 | $567K | Sell |
7,208
-150
| -2% | -$11.8K | 0.51% | 38 |
|
|
2024
Q2 | $564K | Sell |
7,358
-227
| -3% | -$17.4K | 0.51% | 40 |
|
|
2024
Q1 | $582K | Buy |
7,585
+5,315
| +234% | +$408K | 0.58% | 36 |
|
|
2023
Q4 | $175K | Buy |
+2,270
| New | +$175K | 0.17% | 63 |
|
|
2022
Q3 | $159K | Buy |
2,122
+1,297
| +157% | +$97K | 0.18% | 55 |
|
|
2022
Q2 | $63K | Buy |
825
+85
| +11% | +$6.49K | 0.07% | 79 |
|
|
2022
Q1 | $58K | Buy |
+740
| New | +$58K | 0.06% | 82 |
|