Sugarloaf Wealth Management’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
Q4 | $159K | Sell |
2,061
-868
| -30% | -$67.1K | 0.03% | 194 |
|
|
2024
Q3 | $230K | Buy |
2,929
+558
| +24% | +$43.9K | 0.04% | 145 |
|
|
2024
Q2 | $182K | Buy |
2,371
+453
| +24% | +$34.7K | 0.04% | 157 |
|
|
2024
Q1 | $147K | Buy |
1,918
+437
| +30% | +$33.5K | 0.03% | 191 |
|
|
2023
Q4 | $114K | Buy |
1,481
+681
| +85% | +$52.5K | 0.03% | 211 |
|
|
2023
Q3 | $60.1K | Hold |
800
| – | – | 0.02% | 263 |
|
|
2023
Q2 | $60.5K | Hold |
800
| – | – | 0.01% | 262 |
|
|
2023
Q1 | $61.2K | Hold |
800
| – | – | 0.02% | 262 |
|
|
2022
Q4 | $60.2K | Hold |
800
| – | – | 0.02% | 260 |
|
|
2022
Q3 | $60K | Hold |
800
| – | – | 0.02% | 259 |
|
|
2022
Q2 | $61K | Sell |
800
-1,231
| -61% | -$93.9K | 0.02% | 250 |
|
|
2022
Q1 | $158K | Buy |
2,031
+2
| +0.1% | +$156 | 0.04% | 145 |
|
|
2021
Q4 | $164K | Buy |
2,029
+8
| +0.4% | +$647 | 0.04% | 146 |
|
|
2021
Q3 | $166K | Buy |
2,021
+3
| +0.1% | +$246 | 0.04% | 141 |
|
|
2021
Q2 | $166K | Buy |
2,018
+604
| +43% | +$49.7K | 0.05% | 139 |
|
|
2021
Q1 | $116 | Sell |
1,414
-344
| -20% | -$28 | 0.03% | 165 |
|
|
2020
Q4 | $146K | Buy |
1,758
+6
| +0.3% | +$498 | 0.05% | 139 |
|
|
2020
Q3 | $145K | Sell |
1,752
-406
| -19% | -$33.6K | 0.05% | 130 |
|
|
2020
Q2 | $179K | Buy |
2,158
+6
| +0.3% | +$498 | 0.07% | 118 |
|
|
2020
Q1 | $177K | Buy |
2,152
+5
| +0.2% | +$411 | 0.08% | 106 |
|
|
2019
Q4 | $173K | Buy |
+2,147
| New | +$173K | 0.07% | 125 |
|