Sargent Bickham Lagudis’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $30.6K | Hold |
407
| – | – | ﹤0.01% | 521 |
|
|
2022
Q3 | $30K | Hold |
407
| – | – | ﹤0.01% | 495 |
|
|
2022
Q2 | $31K | Hold |
407
| – | – | ﹤0.01% | 509 |
|
|
2022
Q1 | $32K | Sell |
407
-1,238
| -75% | -$97.3K | ﹤0.01% | 532 |
|
|
2021
Q4 | $133K | Buy |
1,645
+1,207
| +276% | +$97.6K | 0.01% | 297 |
|
|
2021
Q3 | $36K | Hold |
438
| – | – | ﹤0.01% | 508 |
|
|
2021
Q2 | $36K | Sell |
438
-2,402
| -85% | -$197K | ﹤0.01% | 511 |
|
|
2021
Q1 | $233K | Hold |
2,840
| – | – | 0.02% | 220 |
|
|
2020
Q4 | $235K | Sell |
2,840
-777
| -21% | -$64.3K | 0.02% | 215 |
|
|
2020
Q3 | $300K | Buy |
3,617
+2,402
| +198% | +$199K | 0.03% | 178 |
|
|
2020
Q2 | $101K | Sell |
1,215
-1,649
| -58% | -$137K | 0.01% | 275 |
|
|
2020
Q1 | $235K | Buy |
2,864
+1,612
| +129% | +$132K | 0.03% | 188 |
|
|
2019
Q4 | $101K | Hold |
1,252
| – | – | 0.01% | 280 |
|
|
2019
Q3 | $101K | Sell |
1,252
-334
| -21% | -$26.9K | 0.01% | 261 |
|
|
2019
Q2 | $128K | Buy |
1,586
+144
| +10% | +$11.6K | 0.02% | 251 |
|
|
2019
Q1 | $115K | Sell |
1,442
-328
| -19% | -$26.2K | 0.01% | 268 |
|
|
2018
Q4 | $139K | Buy |
1,770
+409
| +30% | +$32.1K | 0.02% | 234 |
|
|
2018
Q3 | $106K | Hold |
1,361
| – | – | 0.01% | 268 |
|
|
2018
Q2 | $106K | Buy |
1,361
+83
| +6% | +$6.46K | 0.01% | 268 |
|
|
2018
Q1 | $100K | Buy |
1,278
+50
| +4% | +$3.91K | 0.01% | 268 |
|
|
2017
Q4 | $97K | Sell |
1,228
-347
| -22% | -$27.4K | 0.01% | 282 |
|
|
2017
Q3 | $126K | Sell |
1,575
-704
| -31% | -$56.3K | 0.02% | 258 |
|
|
2017
Q2 | $182K | Hold |
2,279
| – | – | 0.02% | 213 |
|
|
2017
Q1 | $182K | Sell |
2,279
-929
| -29% | -$74.2K | 0.02% | 217 |
|
|
2016
Q4 | $255K | Buy |
3,208
+6
| +0.2% | +$477 | 0.04% | 176 |
|
|
2016
Q3 | $259 | Buy |
3,202
+350
| +12% | +$28 | 0.04% | 183 |
|
|
2016
Q2 | $231K | Buy |
2,852
+1,239
| +77% | +$100K | 0.04% | 190 |
|
|
2016
Q1 | $130K | Buy |
+1,613
| New | +$130K | 0.02% | 249 |
|