WealthCare Investment Partners’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
Q1 | – | Sell |
-2,872
| Closed | -$221K | – | 132 |
|
|
2023
Q4 | $221K | Sell |
2,872
-150
| -5% | -$11.5K | 0.12% | 118 |
|
|
2023
Q3 | $226K | Buy |
3,022
+13
| +0.4% | +$973 | 0.14% | 110 |
|
|
2023
Q2 | $226K | Buy |
3,009
+195
| +7% | +$14.7K | 0.14% | 112 |
|
|
2023
Q1 | $215K | Buy |
2,814
+6
| +0.2% | +$459 | 0.13% | 119 |
|
|
2022
Q4 | $211K | Sell |
2,808
-3,088
| -52% | -$232K | 0.14% | 109 |
|
|
2022
Q3 | $441K | Buy |
5,896
+490
| +9% | +$36.7K | 0.36% | 66 |
|
|
2022
Q2 | $415K | Buy |
5,406
+7
| +0.1% | +$537 | 0.36% | 66 |
|
|
2022
Q1 | $419K | Buy |
5,399
+644
| +14% | +$50K | 0.37% | 63 |
|
|
2021
Q4 | $384K | Buy |
+4,755
| New | +$384K | 0.37% | 65 |
|