Rather & Kittrell’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
Q3 | – | Sell |
-4,154
| Closed | -$319K | – | 85 |
|
|
2024
Q2 | $319K | Hold |
4,154
| – | – | 0.09% | 66 |
|
|
2024
Q1 | $318K | Buy |
4,154
+119
| +3% | +$9.12K | 0.1% | 63 |
|
|
2023
Q4 | $311K | Buy |
4,035
+56
| +1% | +$4.31K | 0.11% | 57 |
|
|
2023
Q3 | $299K | Sell |
3,979
-129
| -3% | -$9.7K | 0.12% | 52 |
|
|
2023
Q2 | $310K | Hold |
4,108
| – | – | 0.13% | 53 |
|
|
2023
Q1 | $313K | Buy |
4,108
+53
| +1% | +$4.03K | 0.14% | 53 |
|
|
2022
Q4 | $304K | Sell |
4,055
-2,509
| -38% | -$188K | 0.16% | 52 |
|
|
2022
Q3 | $491K | Hold |
6,564
| – | – | 0.52% | 41 |
|
|
2022
Q2 | $503K | Buy |
6,564
+155
| +2% | +$11.9K | 0.55% | 35 |
|
|
2022
Q1 | $498K | Sell |
6,409
-238
| -4% | -$18.5K | 0.49% | 34 |
|
|
2021
Q4 | $539K | Buy |
+6,647
| New | +$539K | 0.47% | 31 |
|