Lyell Wealth 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 |
-2,503
| Closed | -$195K | – | 194 |
|
|
2022
Q1 | $195K | Hold |
2,503
| – | – | 0.03% | 192 |
|
|
2021
Q4 | $202K | Hold |
2,503
| – | – | 0.02% | 183 |
|
|
2021
Q3 | $205K | Hold |
2,503
| – | – | 0.02% | 175 |
|
|
2021
Q2 | $206K | Hold |
2,503
| – | – | 0.03% | 180 |
|
|
2021
Q1 | $206K | Hold |
2,503
| – | – | 0.03% | 167 |
|
|
2020
Q4 | $207K | Hold |
2,503
| – | – | 0.03% | 156 |
|
|
2020
Q3 | $208K | Hold |
2,503
| – | – | 0.04% | 129 |
|
|
2020
Q2 | $208K | Hold |
2,503
| – | – | 0.05% | 118 |
|
|
2020
Q1 | $206K | Hold |
2,503
| – | – | 0.06% | 115 |
|
|
2019
Q4 | $202K | Hold |
2,503
| – | – | 0.05% | 129 |
|
|
2019
Q3 | $202K | Hold |
2,503
| – | – | 0.06% | 117 |
|
|
2019
Q2 | $202K | Buy |
+2,503
| New | +$202K | 0.06% | 118 |
|