My Personal CFO LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Sell |
4,298
-189
| -4% | -$14.9K | 0.15% | 72 |
|
|
2025
Q1 | $351K | Sell |
4,487
-412
| -8% | -$32.3K | 0.18% | 69 |
|
|
2024
Q4 | $379K | Sell |
4,899
-887
| -15% | -$68.5K | 0.19% | 66 |
|
|
2024
Q3 | $455K | Sell |
5,786
-1,251
| -18% | -$98.4K | 0.25% | 60 |
|
|
2024
Q2 | $540K | Sell |
7,037
-2,496
| -26% | -$191K | 0.29% | 60 |
|
|
2024
Q1 | $731K | Sell |
9,533
-4,027
| -30% | -$309K | 0.42% | 49 |
|
|
2023
Q4 | $1.04M | Sell |
13,560
-2,450
| -15% | -$189K | 0.68% | 37 |
|
|
2023
Q3 | $1.2M | Sell |
16,010
-1,960
| -11% | -$147K | 0.97% | 32 |
|
|
2023
Q2 | $1.36M | Buy |
17,970
+8,280
| +85% | +$626K | 1.07% | 29 |
|
|
2023
Q1 | $741K | Buy |
9,690
+5,687
| +142% | +$435K | 0.63% | 38 |
|
|
2022
Q4 | $576K | Sell |
4,003
-15,008
| -79% | -$2.16M | 0.53% | 41 |
|
|
2022
Q3 | $2.29M | Buy |
+19,011
| New | +$2.29M | 3.48% | 5 |
|