Monarch Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,314
| Closed | -$331K | – | 114 |
|
|
2022
Q2 | $331K | Sell |
4,314
-449
| -9% | -$34.5K | 0.1% | 100 |
|
|
2022
Q1 | $371K | Sell |
4,763
-1,936
| -29% | -$151K | 0.1% | 101 |
|
|
2021
Q4 | $541K | Sell |
6,699
-10,215
| -60% | -$825K | 0.14% | 85 |
|
|
2021
Q3 | $1.39M | Buy |
16,914
+8,036
| +91% | +$659K | 0.39% | 62 |
|
|
2021
Q2 | $729K | Buy |
8,878
+1,933
| +28% | +$159K | 0.21% | 75 |
|
|
2021
Q1 | $571K | Buy |
+6,945
| New | +$571K | 0.17% | 82 |
|