Parisi Gray Wealth 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
Q1 | – | Sell |
-5,375
| Closed | -$434K | – | 125 |
|
|
2021
Q4 | $434K | Buy |
5,375
+52
| +1% | +$4.2K | 0.16% | 90 |
|
|
2021
Q3 | $436K | Buy |
5,323
+14
| +0.3% | +$1.15K | 0.18% | 89 |
|
|
2021
Q2 | $436K | Buy |
5,309
+17
| +0.3% | +$1.4K | 0.16% | 93 |
|
|
2021
Q1 | $435K | Sell |
5,292
-1,082
| -17% | -$88.9K | 0.18% | 89 |
|
|
2020
Q4 | $528K | Buy |
+6,374
| New | +$528K | 0.23% | 75 |
|
|
2019
Q2 | – | Sell |
-356
| Closed | -$28K | – | 156 |
|
|
2019
Q1 | $28K | Hold |
356
| – | – | 0.02% | 271 |
|
|
2018
Q4 | $28K | Hold |
356
| – | – | 0.02% | 276 |
|
|
2018
Q3 | $28K | Sell |
356
-211
| -37% | -$16.6K | 0.02% | 301 |
|
|
2018
Q2 | $44K | Hold |
567
| – | – | 0.03% | 249 |
|
|
2018
Q1 | $44K | Buy |
567
+71
| +14% | +$5.51K | 0.03% | 236 |
|
|
2017
Q4 | $39K | Buy |
+496
| New | +$39K | 0.03% | 252 |
|