Monumental Financial Group’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 | $14.6M | Buy |
185,245
+10,823
| +6% | +$852K | 5.41% | 7 |
|
|
2024
Q2 | $13.4M | Buy |
174,422
+14,009
| +9% | +$1.07M | 5.83% | 7 |
|
|
2024
Q1 | $12.3M | Buy |
160,413
+6,104
| +4% | +$468K | 6.54% | 5 |
|
|
2023
Q4 | $11.9M | Buy |
154,309
+50,072
| +48% | +$3.86M | 7.09% | 5 |
|
|
2023
Q3 | $7.84M | Buy |
104,237
+2,627
| +3% | +$197K | 5.22% | 6 |
|
|
2023
Q2 | $7.68M | Sell |
101,610
-26,058
| -20% | -$1.97M | 5.17% | 6 |
|
|
2023
Q1 | $9.77M | Buy |
127,668
+6,948
| +6% | +$531K | 6.99% | 4 |
|
|
2022
Q4 | $9.09M | Buy |
120,720
+9,140
| +8% | +$688K | 7.34% | 3 |
|
|
2022
Q3 | $8.35M | Buy |
111,580
+7,076
| +7% | +$529K | 7.9% | 5 |
|
|
2022
Q2 | $8.03M | Sell |
104,504
-3,731
| -3% | -$287K | 7.37% | 5 |
|
|
2022
Q1 | $8.43M | Sell |
108,235
-59,574
| -36% | -$4.64M | 6.97% | 6 |
|
|
2021
Q4 | $13.6M | Buy |
167,809
+9,510
| +6% | +$769K | 9.72% | 4 |
|
|
2021
Q3 | $13M | Buy |
158,299
+16,504
| +12% | +$1.35M | 10.36% | 4 |
|
|
2021
Q2 | $11.7M | Buy |
141,795
+133,052
| +1,522% | +$10.9M | 9.96% | 4 |
|
|
2021
Q1 | $719K | Buy |
+8,743
| New | +$719K | 0.69% | 24 |
|