Verdence Capital 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-4,783
| Closed | -$360K | – | 543 |
|
2022
Q4 | $360K | Buy |
4,783
+53
| +1% | +$3.99K | 0.04% | 335 |
|
2022
Q3 | $354K | Buy |
4,730
+29
| +0.6% | +$2.17K | 0.05% | 343 |
|
2022
Q2 | $361K | Buy |
+4,701
| New | +$361K | 0.05% | 336 |
|
2021
Q4 | – | Sell |
-3,596
| Closed | -$295K | – | 506 |
|
2021
Q3 | $295K | Buy |
+3,596
| New | +$295K | 0.04% | 384 |
|