AWMS
Advocacy Wealth Management Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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 | +$242K | 0.17% | 70 |
|
|
2013
Q3 | $503K | Buy |
6,255
+1,400
| +29% | +$113K | 1.38% | 15 |
|
|
2013
Q2 | $389K | Buy |
+4,855
| New | +$389K | 1.55% | 14 |
|