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Advocacy Wealth Management Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Advocacy Wealth Management Services’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-8,542
Closed -$682K – 268
2017
Q2 		$682K Buy
+8,542
New +$682K 0.24% 25
2016
Q4 		– Sell
-3,000
Closed -$242K – 316
2016
Q3 		$242K Hold
3,000
– – 0.09% 48
2016
Q2 		$243K Hold
3,000
– – 0.12% 61
2016
Q1 		$242K Buy
+3,000
New +$240K 0.17% 70
2013
Q3 		$503K Buy
6,255
+1,400
+29% +$112K 1.38% 15
2013
Q2 		$389K Buy
+4,855
New +$392K 1.55% 14

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