Valley Financial 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
2023
Q2
$1.85M Buy
24,442
+932
+4% +$70.4K 0.96% 27
2023
Q1
$1.8M Buy
23,510
+3,085
+15% +$236K 1.11% 30
2022
Q4
$1.54M Sell
20,425
-20,651
-50% -$1.55M 0.86% 25
2022
Q3
$3.07M Buy
+41,076
New +$3.07M 1.84% 18