Meridian Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,781
| Closed | -$213K | – | 95 |
|
|
2023
Q1 | $213K | Sell |
2,781
-111
| -4% | -$8.49K | 0.05% | 87 |
|
|
2022
Q4 | $218K | Sell |
2,892
-270
| -9% | -$20.3K | 0.05% | 84 |
|
|
2022
Q3 | $237K | Sell |
3,162
-111
| -3% | -$8.32K | 0.06% | 71 |
|
|
2022
Q2 | $251K | Sell |
3,273
-256
| -7% | -$19.6K | 0.06% | 66 |
|
|
2022
Q1 | $275K | Sell |
3,529
-8
| -0.2% | -$623 | 0.06% | 63 |
|
|
2021
Q4 | $286K | Sell |
3,537
-99
| -3% | -$8.01K | 0.06% | 65 |
|
|
2021
Q3 | $298K | Sell |
3,636
-85
| -2% | -$6.97K | 0.06% | 58 |
|
|
2021
Q2 | $306K | Buy |
3,721
+605
| +19% | +$49.8K | 0.07% | 54 |
|
|
2021
Q1 | $256K | Sell |
3,116
-170
| -5% | -$14K | 0.08% | 62 |
|
|
2020
Q4 | $272K | Sell |
3,286
-41
| -1% | -$3.39K | 0.11% | 52 |
|
|
2020
Q3 | $276K | Sell |
3,327
-249
| -7% | -$20.7K | 0.14% | 46 |
|
|
2020
Q2 | $297K | Sell |
3,576
-38
| -1% | -$3.16K | 0.16% | 39 |
|
|
2020
Q1 | $297K | Buy |
3,614
+54
| +2% | +$4.44K | 0.18% | 40 |
|
|
2019
Q4 | $287K | Buy |
+3,560
| New | +$287K | 0.18% | 42 |
|