SMART Wealth’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 |
-35,600
| Closed | -$2.73M | – | 144 |
|
|
2024
Q2 | $2.73M | Buy |
35,600
+29,866
| +521% | +$2.29M | 1.1% | 27 |
|
|
2024
Q1 | $440K | Sell |
5,734
-15,283
| -73% | -$1.17M | 0.2% | 73 |
|
|
2023
Q4 | $1.62M | Sell |
21,017
-352
| -2% | -$27.1K | 0.88% | 24 |
|
|
2023
Q3 | $1.61M | Buy |
21,369
+970
| +5% | +$72.9K | 1.21% | 24 |
|
|
2023
Q2 | $1.54M | Buy |
20,399
+2,530
| +14% | +$191K | 1.16% | 27 |
|
|
2023
Q1 | $1.37M | Sell |
17,869
-9,348
| -34% | -$715K | 1.21% | 26 |
|
|
2022
Q4 | $2.05M | Buy |
+27,217
| New | +$2.05M | 1.54% | 23 |
|