Novak Financial Planning’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
2021
Q2
$7.28M Buy
88,558
+21,036
+31% +$1.73M 3.56% 6
2021
Q1
$5.55M Buy
67,522
+13,443
+25% +$1.1M 3.05% 7
2020
Q4
$4.48M Buy
+54,079
New +$4.48M 2.64% 8