SWP Financial’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
Sell
-77,055
Closed -$6.06M 69
2024
Q3
$6.06M Buy
77,055
+6,423
+9% +$505K 3.7% 12
2024
Q2
$5.42M Buy
+70,632
New +$5.42M 3.58% 11