Marino Stram & Associates’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
Q1 | – | Sell |
-7,331
| Closed | -$593K | – | 144 |
|
|
2021
Q4 | $593K | Sell |
7,331
-1,350
| -16% | -$109K | 0.18% | 95 |
|
|
2021
Q3 | $711K | Buy |
+8,681
| New | +$711K | 0.25% | 69 |
|
|
2021
Q2 | – | Sell |
-11,385
| Closed | -$936K | – | 252 |
|
|
2021
Q1 | $936K | Sell |
11,385
-11,341
| -50% | -$932K | 0.37% | 49 |
|
|
2020
Q4 | $1.88M | Buy |
22,726
+233
| +1% | +$19.3K | 0.84% | 22 |
|
|
2020
Q3 | $1.89M | Buy |
22,493
+4,322
| +24% | +$364K | 1.01% | 22 |
|
|
2020
Q2 | $1.51M | Buy |
+18,171
| New | +$1.51M | 0.9% | 23 |
|