Altium Wealth 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
2018
Q3
Sell
-2,562
Closed -$200K 304
2018
Q2
$200K Sell
2,562
-9,374
-79% -$732K 0.05% 252
2018
Q1
$936K Buy
11,936
+222
+2% +$17.4K 0.37% 49
2017
Q4
$926K Buy
+11,714
New +$926K 0.42% 45