SAM
Simplify Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-27,712
| Closed | -$2.13M | – | 103 |
|
|
2023
Q4 | $2.13M | Hold |
27,712
| – | – | 0.19% | 36 |
|
|
2023
Q3 | $2.08M | Sell |
27,712
-14,153
| -34% | -$1.06M | 0.24% | 49 |
|
|
2023
Q2 | $3.16M | Buy |
41,865
+33,778
| +418% | +$2.55M | 0.42% | 20 |
|
|
2023
Q1 | $619K | Buy |
+8,087
| New | +$619K | 0.09% | 66 |
|