Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.52M | Buy |
19,657
+713
| +4% | +$55.1K | 0.06% | 70 |
|
|
2024
Q3 | $1.49M | Buy |
18,944
+1,732
| +10% | +$136K | 0.06% | 83 |
|
|
2024
Q2 | $1.32M | Buy |
17,212
+2,230
| +15% | +$171K | 0.06% | 84 |
|
|
2024
Q1 | $1.15M | Buy |
14,982
+1,710
| +13% | +$131K | 0.05% | 88 |
|
|
2023
Q4 | $1.02M | Buy |
13,272
+381
| +3% | +$29.3K | 0.05% | 90 |
|
|
2023
Q3 | $969K | Buy |
12,891
+1,838
| +17% | +$138K | 0.05% | 81 |
|
|
2023
Q2 | $835K | Buy |
11,053
+1,805
| +20% | +$136K | 0.04% | 117 |
|
|
2023
Q1 | $707K | Sell |
9,248
-46
| -0.5% | -$3.52K | 0.04% | 115 |
|
|
2022
Q4 | $700K | Sell |
9,294
-358
| -4% | -$27K | 0.04% | 124 |
|
|
2022
Q3 | $722K | Sell |
9,652
-480
| -5% | -$35.9K | 0.05% | 78 |
|
|
2022
Q2 | $778K | Buy |
+10,132
| New | +$778K | 0.05% | 76 |
|