Total Clarity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,483
| Closed | -$497K | – | 255 |
|
|
2024
Q1 | $497K | Sell |
6,483
-1,512
| -19% | -$116K | 0.17% | 146 |
|
|
2023
Q4 | $616K | Sell |
7,995
-2,239
| -22% | -$172K | 0.25% | 112 |
|
|
2023
Q3 | $769K | Buy |
+10,234
| New | +$769K | 0.37% | 79 |
|
|
2022
Q3 | – | Sell |
-25
| Closed | -$2K | – | 309 |
|
|
2022
Q2 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 916 |
|
|
2022
Q1 | – | Sell |
-50
| Closed | -$4K | – | 295 |
|
|
2021
Q4 | $4K | Sell |
50
-5
| -9% | -$400 | ﹤0.01% | 829 |
|
|
2021
Q3 | $5K | Buy |
+55
| New | +$5K | ﹤0.01% | 803 |
|
|
2021
Q2 | – | Sell |
-57
| Closed | -$5K | – | 253 |
|
|
2021
Q1 | $5K | Buy |
+57
| New | +$5K | ﹤0.01% | 676 |
|
|
2020
Q1 | – | Sell |
-20
| Closed | -$2K | – | 148 |
|
|
2019
Q4 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 645 |
|