SteelPeak 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,104
| Closed | -$332K | – | 405 |
|
|
2021
Q4 | $332K | Sell |
4,104
-3,816
| -48% | -$309K | 0.02% | 302 |
|
|
2021
Q3 | $649K | Sell |
7,920
-1,194
| -13% | -$97.8K | 0.04% | 212 |
|
|
2021
Q2 | $749K | Sell |
9,114
-3,677
| -29% | -$302K | 0.05% | 203 |
|
|
2021
Q1 | $1.05M | Sell |
12,791
-396
| -3% | -$32.5K | 0.08% | 150 |
|
|
2020
Q4 | $1.09M | Sell |
13,187
-2,925
| -18% | -$242K | 0.1% | 149 |
|
|
2020
Q3 | $1.34M | Buy |
16,112
+4,029
| +33% | +$335K | 0.14% | 109 |
|
|
2020
Q2 | $1M | Buy |
+12,083
| New | +$1M | 0.13% | 113 |
|