PP
Prosperity Planning’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Hold |
0
| – | – | – | 18 |
|
2025
Q1 | – | Hold |
0
| – | – | – | 16 |
|
2024
Q4 | – | Hold |
0
| – | – | – | 14 |
|
2024
Q3 | – | Sell |
-72,746
| Closed | -$5.58M | – | 14 |
|
2024
Q2 | $5.58M | Buy |
+72,746
| New | +$5.58M | 1.91% | 14 |
|
2024
Q1 | – | Hold |
0
| – | – | – | 15 |
|
2023
Q4 | – | Hold |
0
| – | – | – | 14 |
|
2023
Q3 | – | Hold |
0
| – | – | – | 15 |
|
2023
Q2 | – | Hold |
0
| – | – | – | 15 |
|
2023
Q1 | – | Sell |
-41,890
| Closed | -$4.38M | – | 14 |
|
2022
Q4 | $4.38M | Hold |
41,890
| – | – | 2.16% | 14 |
|
2022
Q3 | $3.13M | Buy |
41,890
+11,799
| +39% | +$883K | 1.64% | 17 |
|
2022
Q2 | $2.31M | Buy |
+30,091
| New | +$2.31M | 1.18% | 23 |
|