S.R. Schill & Associates’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 |
-3,141
| Closed | -$241K | – | 46 |
|
2024
Q2 | $241K | Hold |
3,141
| – | – | 0.11% | 73 |
|
2024
Q1 | $241K | Hold |
3,141
| – | – | 0.1% | 76 |
|
2023
Q4 | $242K | Hold |
3,141
| – | – | 0.11% | 72 |
|
2023
Q3 | $236K | Sell |
3,141
-105
| -3% | -$7.89K | 0.11% | 71 |
|
2023
Q2 | $245K | Sell |
3,246
-505
| -13% | -$38.2K | 0.11% | 71 |
|
2023
Q1 | $287K | Buy |
3,751
+62
| +2% | +$4.74K | 0.13% | 61 |
|
2022
Q4 | $278K | Buy |
3,689
+548
| +17% | +$41.3K | 0.14% | 58 |
|
2022
Q3 | $235K | Buy |
+3,141
| New | +$235K | 0.13% | 66 |
|