Orser Capital Management’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
Q2
Sell
-10,020
Closed -$781K 49
2022
Q1
$781K Sell
10,020
-46,240
-82% -$3.6M 0.48% 46
2021
Q4
$4.55M Buy
56,260
+8,060
+17% +$651K 2.3% 13
2021
Q3
$3.95M Buy
48,200
+36,690
+319% +$3.01M 2.18% 13
2021
Q2
$946K Buy
11,510
+4,240
+58% +$348K 0.49% 58
2021
Q1
$598K Buy
+7,270
New +$598K 0.39% 60
2018
Q2
Sell
-2,690
Closed -$210K 92
2018
Q1
$210K Sell
2,690
-290
-10% -$22.6K 0.19% 90
2017
Q4
$235K Buy
+2,980
New +$235K 0.21% 96