Personal CFO Solutions’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,603
| Closed | -$203K | – | 442 |
|
|
2022
Q1 | $203K | Sell |
2,603
-26
| -1% | -$2.03K | 0.04% | 437 |
|
|
2021
Q4 | $213K | Buy |
+2,629
| New | +$213K | 0.04% | 422 |
|
|
2020
Q3 | – | Sell |
-5,933
| Closed | -$493K | – | 163 |
|
|
2020
Q2 | $493K | Hold |
5,933
| – | – | 0.15% | 132 |
|
|
2020
Q1 | $488K | Sell |
5,933
-500
| -8% | -$41.1K | 0.18% | 121 |
|
|
2019
Q4 | $519K | Sell |
6,433
-2,021
| -24% | -$163K | 0.15% | 146 |
|
|
2019
Q3 | $683K | Buy |
+8,454
| New | +$683K | 0.27% | 88 |
|