Newman & Schimel’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
Q4 | $30M | Buy |
398,428
+5,645
| +1% | +$425K | 13.55% | 2 |
|
|
2022
Q3 | $29.4M | Buy |
392,783
+13,534
| +4% | +$1.01M | 14.51% | 2 |
|
|
2022
Q2 | $29.1M | Buy |
379,249
+360,395
| +1,912% | +$27.7M | 14.01% | 2 |
|
|
2022
Q1 | $1.47M | Buy |
18,854
+16,284
| +634% | +$1.27M | 0.96% | 13 |
|
|
2021
Q4 | $208K | Buy |
+2,570
| New | +$208K | 0.12% | 47 |
|