LifeSteps Financial’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 |
-16,728
| Closed | -$1.3M | – | 77 |
|
|
2022
Q1 | $1.3M | Sell |
16,728
-1,040
| -6% | -$81K | 0.96% | 24 |
|
|
2021
Q4 | $1.44M | Sell |
17,768
-386
| -2% | -$31.2K | 1.02% | 24 |
|
|
2021
Q3 | $1.49M | Sell |
18,154
-205
| -1% | -$16.8K | 1.14% | 21 |
|
|
2021
Q2 | $1.51M | Sell |
18,359
-378
| -2% | -$31K | 1.16% | 19 |
|
|
2021
Q1 | $1.54M | Sell |
18,737
-544
| -3% | -$44.7K | 1.29% | 19 |
|
|
2020
Q4 | $1.6M | Sell |
19,281
-705
| -4% | -$58.4K | 1.47% | 17 |
|
|
2020
Q3 | $1.66M | Sell |
19,986
-1,953
| -9% | -$162K | 1.75% | 14 |
|
|
2020
Q2 | $1.82M | Sell |
21,939
-437
| -2% | -$36.3K | 2.11% | 12 |
|
|
2020
Q1 | $1.84M | Sell |
22,376
-435
| -2% | -$35.8K | 2.12% | 14 |
|
|
2019
Q4 | $1.84M | Buy |
+22,811
| New | +$1.84M | 1.74% | 17 |
|