ODA
One Degree Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,580
| Closed | -$282K | – | 62 |
|
|
2024
Q3 | $282K | Sell |
3,580
-39,179
| -92% | -$3.09M | 0.12% | 53 |
|
|
2024
Q2 | $3.28M | Buy |
42,759
+2,043
| +5% | +$157K | 1.58% | 21 |
|
|
2024
Q1 | $3.12M | Sell |
40,716
-14,039
| -26% | -$1.08M | 1.55% | 20 |
|
|
2023
Q4 | $4.2M | Buy |
+54,755
| New | +$4.2M | 2.15% | 14 |
|