Titus Wealth Management’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
Q2 | $380K | Sell |
4,945
-699
| -12% | -$53.7K | 0.19% | 88 |
|
|
2022
Q1 | $440K | Buy |
5,644
+894
| +19% | +$69.7K | 0.2% | 84 |
|
|
2021
Q4 | $384K | Buy |
4,750
+281
| +6% | +$22.7K | 0.17% | 94 |
|
|
2021
Q3 | $366K | Buy |
4,469
+1
| +0% | +$82 | 0.19% | 89 |
|
|
2021
Q2 | $367K | Hold |
4,468
| – | – | 0.2% | 87 |
|
|
2021
Q1 | $367K | Buy |
4,468
+125
| +3% | +$10.3K | 0.21% | 80 |
|
|
2020
Q4 | $360K | Buy |
4,343
+155
| +4% | +$12.8K | 0.22% | 81 |
|
|
2020
Q3 | $348K | Hold |
4,188
| – | – | 0.25% | 75 |
|
|
2020
Q2 | $348K | Hold |
4,188
| – | – | 0.27% | 69 |
|
|
2020
Q1 | $344K | Hold |
4,188
| – | – | 0.32% | 61 |
|
|
2019
Q4 | $338K | Hold |
4,188
| – | – | 0.34% | 68 |
|
|
2019
Q3 | $338K | Buy |
+4,188
| New | +$338K | 0.31% | 62 |
|
|
2019
Q2 | – | Sell |
-4,188
| Closed | -$333 | – | 96 |
|
|
2019
Q1 | $333 | Hold |
4,188
| – | – | 0.29% | 65 |
|
|
2018
Q4 | $329 | Sell |
4,188
-575
| -12% | -$45 | 0.28% | 61 |
|
|
2018
Q3 | $372K | Sell |
4,763
-201
| -4% | -$15.7K | 0.32% | 58 |
|
|
2018
Q2 | $388K | Buy |
+4,964
| New | +$388K | 0.41% | 46 |
|