Tilia Fiduciary Partners’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
Q3 | – | Sell |
-638
| Closed | -$48.2K | – | 145 |
|
|
2023
Q2 | $48.2K | Buy |
638
+2
| +0.3% | +$151 | 0.04% | 220 |
|
|
2023
Q1 | $48.7K | Buy |
636
+1
| +0.2% | +$76 | 0.05% | 211 |
|
|
2022
Q4 | $47.8K | Buy |
635
+1
| +0.2% | +$75 | 0.05% | 205 |
|
|
2022
Q3 | $47K | Sell |
634
-249
| -28% | -$18.5K | 0.05% | 203 |
|
|
2022
Q2 | $68K | Sell |
883
-14
| -2% | -$1.08K | 0.06% | 174 |
|
|
2022
Q1 | $70K | Hold |
897
| – | – | 0.06% | 186 |
|
|
2021
Q4 | $72K | Buy |
+897
| New | +$72K | 0.06% | 187 |
|