Michelson Medical Research Foundation’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
Q2 | – | Sell |
-164,845
| Closed | -$12.6M | – | 27 |
|
|
2024
Q1 | $12.6M | Hold |
164,845
| – | – | 7.66% | 4 |
|
|
2023
Q4 | $12.7M | Hold |
164,845
| – | – | 8.37% | 3 |
|
|
2023
Q3 | $12.4M | Hold |
164,845
| – | – | 8.37% | 4 |
|
|
2023
Q2 | $12.5M | Hold |
164,845
| – | – | 8.86% | 4 |
|
|
2023
Q1 | $12.6M | Buy |
164,845
+92,880
| +129% | +$7.1M | 9.89% | 3 |
|
|
2022
Q4 | $5.42M | Buy |
+71,965
| New | +$5.42M | 3.51% | 11 |
|