SIA
Sage Investment Advisers’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.12M | Sell |
39,652
-23
| -0.1% | -$1.81K | 3.27% | 7 |
|
|
2024
Q2 | $3.04M | Buy |
39,675
+6,145
| +18% | +$471K | 3.44% | 8 |
|
|
2024
Q1 | $2.57M | Buy |
33,530
+3,176
| +10% | +$244K | 2.95% | 10 |
|
|
2023
Q4 | $2.34M | Sell |
30,354
-5,330
| -15% | -$411K | 2.84% | 9 |
|
|
2023
Q3 | $2.68M | Buy |
35,684
+7,081
| +25% | +$532K | 3.68% | 7 |
|
|
2023
Q2 | $2.16M | Sell |
28,603
-1,746
| -6% | -$132K | 2.89% | 11 |
|
|
2023
Q1 | $2.32M | Sell |
30,349
-10,035
| -25% | -$768K | 3.1% | 10 |
|
|
2022
Q4 | $3.04M | Buy |
+40,384
| New | +$3.04M | 4.33% | 5 |
|
|
2022
Q3 | – | Sell |
-4,915
| Closed | -$377K | – | 59 |
|
|
2022
Q2 | $377K | Sell |
4,915
-35,325
| -88% | -$2.71M | 0.59% | 41 |
|
|
2022
Q1 | $3.14M | Buy |
40,240
+3,475
| +9% | +$271K | 4.15% | 5 |
|
|
2021
Q4 | $2.97M | Buy |
+36,765
| New | +$2.97M | 3.83% | 4 |
|