Pekin Hardy Strauss’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,805
| Closed | -$215K | – | 311 |
|
|
2023
Q1 | $215K | Sell |
2,805
-264
| -9% | -$20.2K | 0.03% | 268 |
|
|
2022
Q4 | $231K | Buy |
+3,069
| New | +$231K | 0.03% | 262 |
|
|
2022
Q2 | – | Sell |
-2,585
| Closed | -$201K | – | 317 |
|
|
2022
Q1 | $201K | Hold |
2,585
| – | – | 0.03% | 307 |
|
|
2021
Q4 | $209K | Hold |
2,585
| – | – | 0.03% | 307 |
|
|
2021
Q3 | $212K | Buy |
+2,585
| New | +$212K | 0.03% | 302 |
|