Petix & Botte Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,071
| Closed | -$619K | – | 124 |
|
|
2024
Q1 | $619K | Buy |
8,071
+1,825
| +29% | +$140K | 0.15% | 87 |
|
|
2023
Q4 | $481K | Sell |
6,246
-1,674
| -21% | -$129K | 0.14% | 70 |
|
|
2023
Q3 | $595K | Sell |
7,920
-286
| -3% | -$21.5K | 0.19% | 63 |
|
|
2023
Q2 | $620K | Buy |
8,206
+4,109
| +100% | +$311K | 0.19% | 61 |
|
|
2023
Q1 | $313K | Buy |
+4,097
| New | +$313K | 0.21% | 58 |
|
|
2022
Q2 | – | Sell |
-3,454
| Closed | -$269K | – | 75 |
|
|
2022
Q1 | $269K | Buy |
+3,454
| New | +$269K | 0.08% | 94 |
|
|
2021
Q4 | – | Sell |
-3,395
| Closed | -$279K | – | 86 |
|
|
2021
Q3 | $279K | Buy |
+3,395
| New | +$279K | 0.09% | 88 |
|
|
2020
Q3 | – | Sell |
-5,817
| Closed | -$242K | – | 85 |
|
|
2020
Q2 | $242K | Buy |
5,817
+1,855
| +47% | +$77.2K | 0.2% | 63 |
|
|
2020
Q1 | $326K | Sell |
3,962
-584
| -13% | -$48.1K | 0.32% | 55 |
|
|
2019
Q4 | $368K | Buy |
+4,546
| New | +$368K | 0.29% | 57 |
|