Surevest’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
Q3
$2.55M Sell
34,069
-342
-1% -$25.6K 0.69% 60
2022
Q2
$2.64M Sell
34,411
-73
-0.2% -$5.61K 0.69% 61
2022
Q1
$2.69M Buy
34,484
+32,066
+1,326% +$2.5M 0.65% 66
2021
Q4
$195K Buy
+2,418
New +$195K 0.05% 119