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Planning Capital Management Corporation’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Planning Capital Management Corporation’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-100
Closed -$7.67K – 726
2024
Q1 		$7.67K Hold
100
– – 0.01% 444
2023
Q4 		$7.7K Buy
+100
New +$7.57K 0.01% 441

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AF
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Bank of America
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AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Planning Capital Management Corporation's BSV Position: Q2 2024 in Review

Planning Capital Management Corporation sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2024, closing a stake of 100 shares — an estimated $7.67K sold.

Planning Capital Management Corporation first reported a position in BSV in Q4 2023 and held it in 2 quarters. The position peaked at $7.7K in Q4 2023. 1,131 funds tracked by Wall St. Rank hold BSV as of Q2 2024.

  • Planning Capital Management Corporation reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 100 Vanguard Short-Term Bond ETF shares in Q2 2024, an estimated $7.67K.
  • Planning Capital Management Corporation first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and held it in 2 quarters.
  • Planning Capital Management Corporation's Vanguard Short-Term Bond ETF position peaked at $7.7K in Q4 2023.
  • 1,131 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2024.

Based on Planning Capital Management Corporation's 13F filing for Q2 2024, filed 12 Aug 2024.