SPI
Santori & Peters Inc’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,664
| Closed | -$204K | – | 60 |
|
|
2024
Q1 | $204K | Sell |
2,664
-117
| -4% | -$8.97K | 0.09% | 59 |
|
|
2023
Q4 | $214K | Sell |
2,781
-114
| -4% | -$8.78K | 0.1% | 57 |
|
|
2023
Q3 | $218K | Buy |
+2,895
| New | +$218K | 0.12% | 50 |
|
|
2018
Q3 | – | Sell |
-2,585
| Closed | -$202K | – | 47 |
|
|
2018
Q2 | $202K | Buy |
2,585
+32
| +1% | +$2.5K | 0.18% | 46 |
|
|
2018
Q1 | $200K | Buy |
2,553
+378
| +17% | +$29.6K | 0.18% | 52 |
|
|
2017
Q4 | $170K | Buy |
+2,175
| New | +$170K | 0.15% | 56 |
|