Ted Buchan & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,111
| Closed | -$239K | – | 88 |
|
|
2024
Q1 | $239K | Buy |
+3,111
| New | +$239K | 0.15% | 85 |
|
|
2023
Q4 | – | Sell |
-2,985
| Closed | -$224K | – | 81 |
|
|
2023
Q3 | $224K | Sell |
2,985
-371
| -11% | -$27.9K | 0.18% | 72 |
|
|
2023
Q2 | $254K | Hold |
3,356
| – | – | 0.2% | 66 |
|
|
2023
Q1 | $257K | Sell |
3,356
-299
| -8% | -$22.9K | 0.21% | 66 |
|
|
2022
Q4 | $275K | Buy |
+3,655
| New | +$275K | 0.25% | 60 |
|