OAM
Occidental Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,451
| Closed | -$259K | – | 210 |
|
|
2023
Q3 | $259K | Sell |
3,451
-5,712
| -62% | -$429K | 0.06% | 171 |
|
|
2023
Q2 | $692K | Sell |
9,163
-13,237
| -59% | -$1M | 0.16% | 129 |
|
|
2023
Q1 | $1.71M | Sell |
22,400
-50,646
| -69% | -$3.87M | 0.43% | 74 |
|
|
2022
Q4 | $5.5M | Sell |
73,046
-24,905
| -25% | -$1.87M | 1.5% | 10 |
|
|
2022
Q3 | $7.33M | Buy |
97,951
+780
| +0.8% | +$58.4K | 2.2% | 8 |
|
|
2022
Q2 | $7.46M | Sell |
97,171
-15,064
| -13% | -$1.16M | 2.21% | 8 |
|
|
2022
Q1 | $8.74M | Buy |
112,235
+107,877
| +2,475% | +$8.4M | 2.24% | 9 |
|
|
2021
Q4 | $352K | Sell |
4,358
-50
| -1% | -$4.04K | 0.08% | 160 |
|
|
2021
Q3 | $361K | Buy |
4,408
+520
| +13% | +$42.6K | 0.09% | 162 |
|
|
2021
Q2 | $319K | Hold |
3,888
| – | – | 0.08% | 168 |
|
|
2021
Q1 | $320K | Buy |
+3,888
| New | +$320K | 0.1% | 158 |
|