VFIC
Valley Forge Investment Consultants’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,776
| Closed | -$216K | – | 81 |
|
|
2022
Q1 | $216K | Sell |
2,776
-1,223
| -31% | -$95.2K | 0.09% | 75 |
|
|
2021
Q4 | $323K | Buy |
+3,999
| New | +$323K | 0.14% | 53 |
|
|
2021
Q3 | – | Sell |
-7,983
| Closed | -$656K | – | 77 |
|
|
2021
Q2 | $656K | Sell |
7,983
-14,379
| -64% | -$1.18M | 0.35% | 36 |
|
|
2021
Q1 | $1.84M | Sell |
22,362
-994
| -4% | -$81.7K | 1.26% | 18 |
|
|
2020
Q4 | $1.94M | Buy |
+23,356
| New | +$1.94M | 1.68% | 15 |
|