Tyler-Stone 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
Q3 | – | Sell |
-220
| Closed | -$16.9K | – | 389 |
|
2024
Q2 | $16.9K | Buy |
220
+10
| +5% | +$767 | 0.01% | 538 |
|
2024
Q1 | $16.1K | Hold |
210
| – | – | 0.01% | 545 |
|
2023
Q4 | $16.2K | Hold |
210
| – | – | 0.01% | 539 |
|
2023
Q3 | $16K | Hold |
210
| – | – | 0.01% | 513 |
|
2023
Q2 | $16K | Buy |
+210
| New | +$16K | 0.01% | 510 |
|
2022
Q4 | $22K | Hold |
294
| – | – | 0.02% | 431 |
|
2022
Q3 | $22K | Hold |
294
| – | – | 0.02% | 412 |
|
2022
Q2 | $23K | Hold |
294
| – | – | 0.02% | 424 |
|
2022
Q1 | $23K | Hold |
294
| – | – | 0.01% | 448 |
|
2021
Q4 | $24K | Buy |
+294
| New | +$24K | 0.01% | 468 |
|