AWM
Altavista Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $829K | Hold |
10,255
| – | – | 0.17% | 96 |
|
|
2021
Q3 | $840K | Sell |
10,255
-3,452
| -25% | -$283K | 0.19% | 88 |
|
|
2021
Q2 | $1.13M | Sell |
13,707
-1,318
| -9% | -$108K | 0.25% | 75 |
|
|
2021
Q1 | $1.24M | Buy |
15,025
+780
| +5% | +$64.1K | 0.3% | 68 |
|
|
2020
Q4 | $1.18M | Buy |
14,245
+8,780
| +161% | +$728K | 0.3% | 64 |
|
|
2020
Q3 | $454K | Buy |
5,465
+2,665
| +95% | +$221K | 0.12% | 106 |
|
|
2020
Q2 | $233K | Sell |
2,800
-560
| -17% | -$46.6K | 0.07% | 154 |
|
|
2020
Q1 | $276K | Sell |
3,360
-6,410
| -66% | -$527K | 0.09% | 131 |
|
|
2019
Q4 | $788K | Sell |
9,770
-1,400
| -13% | -$113K | 0.23% | 81 |
|
|
2019
Q3 | $902K | Sell |
11,170
-900
| -7% | -$72.7K | 0.28% | 72 |
|
|
2019
Q2 | $972K | Hold |
12,070
| – | – | 0.31% | 66 |
|
|
2019
Q1 | $961K | Sell |
12,070
-3,750
| -24% | -$299K | 0.34% | 68 |
|
|
2018
Q4 | $1.24M | Sell |
15,820
-1,831
| -10% | -$144K | 0.51% | 53 |
|
|
2018
Q3 | $1.38M | Sell |
17,651
-1,400
| -7% | -$109K | 0.51% | 52 |
|
|
2018
Q2 | $1.49M | Sell |
19,051
-1,790
| -9% | -$140K | 0.6% | 48 |
|
|
2018
Q1 | $1.64M | Buy |
20,841
+700
| +3% | +$54.9K | 0.69% | 44 |
|
|
2017
Q4 | $1.59M | Sell |
20,141
-1,000
| -5% | -$79.1K | 0.67% | 45 |
|
|
2017
Q3 | $1.69M | Sell |
21,141
-1,200
| -5% | -$95.8K | 0.8% | 43 |
|
|
2017
Q2 | $1.78M | Sell |
22,341
-2,399
| -10% | -$192K | 0.89% | 39 |
|
|
2017
Q1 | $1.97M | Buy |
24,740
+961
| +4% | +$76.6K | 0.99% | 34 |
|
|
2016
Q4 | $1.89M | Sell |
23,779
-3,898
| -14% | -$310K | 1.02% | 34 |
|
|
2016
Q3 | $2.24M | Sell |
27,677
-1,749
| -6% | -$141K | 1.22% | 31 |
|
|
2016
Q2 | $2.39M | Sell |
29,426
-2,674
| -8% | -$217K | 1.32% | 29 |
|
|
2016
Q1 | $2.59M | Sell |
32,100
-1,084
| -3% | -$87.4K | 1.46% | 26 |
|
|
2015
Q4 | $2.64M | Sell |
33,184
-1,572
| -5% | -$125K | 1.56% | 26 |
|
|
2015
Q3 | $2.79M | Buy |
34,756
+101
| +0.3% | +$8.12K | 1.84% | 18 |
|
|
2015
Q2 | $2.78M | Buy |
34,655
+51
| +0.1% | +$4.09K | 1.71% | 21 |
|
|
2015
Q1 | $2.79M | Sell |
34,604
-2,160
| -6% | -$174K | 1.72% | 20 |
|
|
2014
Q4 | $2.94M | Sell |
36,764
-2,048
| -5% | -$164K | 1.81% | 20 |
|
|
2014
Q3 | $3.11M | Buy |
38,812
+3,351
| +9% | +$268K | 2% | 12 |
|
|
2014
Q2 | $2.85M | Buy |
35,461
+976
| +3% | +$78.4K | 1.78% | 16 |
|
|
2014
Q1 | $2.76M | Buy |
34,485
+1,411
| +4% | +$113K | 1.68% | 20 |
|
|
2013
Q4 | $2.64M | Buy |
33,074
+7,564
| +30% | +$605K | 1.61% | 20 |
|
|
2013
Q3 | $2.05M | Buy |
25,510
+1,451
| +6% | +$117K | 1.34% | 28 |
|
|
2013
Q2 | $1.93M | Buy |
+24,059
| New | +$1.93M | 1.3% | 28 |
|