Tempus Wealth Planning’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
Q1 | – | Sell |
-2,898
| Closed | -$218K | – | 181 |
|
|
2022
Q4 | $218K | Sell |
2,898
-1,384
| -32% | -$104K | 0.13% | 165 |
|
|
2022
Q3 | $320K | Buy |
+4,282
| New | +$320K | 0.21% | 125 |
|
|
2022
Q2 | – | Sell |
-2,995
| Closed | -$233K | – | 132 |
|
|
2022
Q1 | $233K | Hold |
2,995
| – | – | 0.17% | 122 |
|
|
2021
Q4 | $242K | Hold |
2,995
| – | – | 0.13% | 135 |
|
|
2021
Q3 | $245K | Hold |
2,995
| – | – | 0.14% | 135 |
|
|
2021
Q2 | $246K | Buy |
+2,995
| New | +$246K | 0.16% | 132 |
|