MA
Mangham Associates’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $665K | Sell |
8,841
-1,082
| -11% | -$81.3K | 1.23% | 9 |
|
|
2023
Q2 | $750K | Sell |
9,923
-2,102
| -17% | -$159K | 1.28% | 9 |
|
|
2023
Q1 | $919K | Sell |
12,025
-590
| -5% | -$45.1K | 1.45% | 9 |
|
|
2022
Q4 | $950K | Sell |
12,615
-202
| -2% | -$15.2K | 1.38% | 8 |
|
|
2022
Q3 | $959K | Buy |
12,817
+1,368
| +12% | +$102K | 1.13% | 7 |
|
|
2022
Q2 | $879K | Sell |
11,449
-78
| -0.7% | -$5.99K | 0.93% | 6 |
|
|
2022
Q1 | $888K | Buy |
11,527
+2,229
| +24% | +$172K | 0.84% | 6 |
|
|
2021
Q4 | $751K | Sell |
9,298
-790
| -8% | -$63.8K | 0.5% | 7 |
|
|
2021
Q3 | $827K | Sell |
10,088
-354
| -3% | -$29K | 0.53% | 6 |
|
|
2021
Q2 | $858K | Buy |
10,442
+1,622
| +18% | +$133K | 0.54% | 5 |
|
|
2021
Q1 | $724K | Buy |
8,820
+1,101
| +14% | +$90.4K | 0.7% | 5 |
|
|
2020
Q4 | $640K | Sell |
7,719
-1,208
| -14% | -$100K | 0.61% | 5 |
|
|
2020
Q3 | $741K | Buy |
8,927
+2,406
| +37% | +$200K | 0.79% | 5 |
|
|
2020
Q2 | $542K | Hold |
6,521
| – | – | 0.58% | 5 |
|
|
2020
Q1 | $536K | Buy |
+6,521
| New | +$536K | 0.62% | 5 |
|
|
2019
Q3 | – | Sell |
-13,391
| Closed | -$1.08M | – | 5 |
|
|
2019
Q2 | $1.08M | Sell |
13,391
-5,278
| -28% | -$425K | 0.78% | 3 |
|
|
2019
Q1 | $1.49M | Hold |
18,669
| – | – | 1.12% | 3 |
|
|
2018
Q4 | $1.47M | Sell |
18,669
-37,671
| -67% | -$2.96M | 1.32% | 3 |
|
|
2018
Q3 | $4.4M | Buy |
56,340
+6,397
| +13% | +$499K | 3.57% | 3 |
|
|
2018
Q2 | $3.91M | Sell |
49,943
-35,480
| -42% | -$2.77M | 3.44% | 3 |
|
|
2018
Q1 | $6.7M | Buy |
85,423
+8,615
| +11% | +$676K | 5.88% | 3 |
|
|
2017
Q4 | $6.08M | Buy |
+76,808
| New | +$6.08M | 5.27% | 3 |
|