Souders Financial Advisors’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
Q2 | – | Sell |
-2,847
| Closed | -$218K | – | 168 |
|
|
2024
Q1 | $218K | Sell |
2,847
-131,074
| -98% | -$10.1M | 0.03% | 153 |
|
|
2023
Q4 | $10.3M | Buy |
133,921
+6,812
| +5% | +$525K | 1.77% | 15 |
|
|
2023
Q3 | $9.55M | Buy |
127,109
+7,782
| +7% | +$585K | 1.83% | 13 |
|
|
2023
Q2 | $9.02M | Buy |
119,327
+3,914
| +3% | +$296K | 1.72% | 15 |
|
|
2023
Q1 | $8.83M | Buy |
115,413
+7,388
| +7% | +$565K | 1.87% | 14 |
|
|
2022
Q4 | $8.13M | Buy |
108,025
+8,801
| +9% | +$663K | 1.86% | 11 |
|
|
2022
Q3 | $7.42M | Buy |
+99,224
| New | +$7.42M | 2.02% | 9 |
|