WealthPlan Investment 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
Q3 | – | Sell |
-25
| Closed | -$1.9K | – | 183 |
|
|
2023
Q2 | $1.9K | Buy |
25
+9
| +56% | +$684 | ﹤0.01% | 322 |
|
|
2023
Q1 | $1.23K | Sell |
16
-4,023
| -100% | -$309K | ﹤0.01% | 403 |
|
|
2022
Q4 | $305K | Buy |
4,039
+357
| +10% | +$27K | 0.02% | 313 |
|
|
2022
Q3 | $279K | Buy |
+3,682
| New | +$279K | 0.02% | 307 |
|
|
2022
Q1 | $969K | Buy |
+12,577
| New | +$969K | 0.07% | 174 |
|