McClarren Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-76
| Closed | -$260K | – | 246 |
|
|
2024
Q2 | $260K | Sell |
76
-3,431
| -98% | -$11.7M | 0.18% | 63 |
|
|
2024
Q1 | $269K | Buy |
+3,507
| New | +$269K | 0.19% | 60 |
|
|
2022
Q2 | – | Sell |
-15,563
| Closed | -$1.21M | – | 58 |
|
|
2022
Q1 | $1.21M | Buy |
15,563
+25
| +0.2% | +$1.95K | 0.88% | 20 |
|
|
2021
Q4 | $1.26M | Buy |
+15,538
| New | +$1.26M | 0.86% | 20 |
|