Steph & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-43
| Closed | -$3.23K | – | 254 |
|
|
2023
Q3 | $3.23K | Buy |
+43
| New | +$3.23K | ﹤0.01% | 286 |
|
|
2022
Q2 | – | Sell |
-1,680
| Closed | -$131K | – | 244 |
|
|
2022
Q1 | $131K | Hold |
1,680
| – | – | 0.08% | 129 |
|
|
2021
Q4 | $136K | Hold |
1,680
| – | – | 0.08% | 133 |
|
|
2021
Q3 | $138K | Hold |
1,680
| – | – | 0.09% | 120 |
|
|
2021
Q2 | $138K | Sell |
1,680
-23
| -1% | -$1.89K | 0.09% | 119 |
|
|
2021
Q1 | $140K | Hold |
1,703
| – | – | 0.1% | 119 |
|
|
2020
Q4 | $141K | Hold |
1,703
| – | – | 0.11% | 117 |
|
|
2020
Q3 | $141K | Hold |
1,703
| – | – | 0.13% | 95 |
|
|
2020
Q2 | $142K | Hold |
1,703
| – | – | 0.14% | 86 |
|
|
2020
Q1 | $140K | Hold |
1,703
| – | – | 0.16% | 72 |
|
|
2019
Q4 | $137K | Buy |
+1,703
| New | +$137K | 0.12% | 107 |
|