Twin Peaks Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Buy |
4,201
+1,171
| +39% | +$92K | 0.11% | 118 |
|
|
2025
Q1 | $237K | Sell |
3,030
-140
| -4% | -$10.9K | 0.11% | 121 |
|
|
2024
Q4 | $245K | Sell |
3,170
-2,810
| -47% | -$217K | 0.1% | 123 |
|
|
2024
Q3 | $471K | Sell |
5,980
-7,523
| -56% | -$592K | 0.22% | 76 |
|
|
2024
Q2 | $1.04M | Buy |
13,503
+3,273
| +32% | +$251K | 0.52% | 43 |
|
|
2024
Q1 | $784K | Sell |
10,230
-1,535
| -13% | -$118K | 0.44% | 47 |
|
|
2023
Q4 | $906K | Buy |
+11,765
| New | +$906K | 0.58% | 37 |
|