ARS Wealth Advisors’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 |
-3,902
| Closed | -$305K | – | 118 |
|
|
2018
Q2 | $305K | Sell |
3,902
-4,956
| -56% | -$387K | 0.11% | 84 |
|
|
2018
Q1 | $695K | Buy |
8,858
+583
| +7% | +$45.7K | 0.26% | 57 |
|
|
2017
Q4 | $655K | Sell |
8,275
-8,051
| -49% | -$637K | 0.24% | 63 |
|
|
2017
Q3 | $1.3M | Sell |
16,326
-2,027
| -11% | -$162K | 0.51% | 40 |
|
|
2017
Q2 | $1.47M | Sell |
18,353
-3,649
| -17% | -$291K | 0.59% | 30 |
|
|
2017
Q1 | $1.75M | Sell |
22,002
-10,570
| -32% | -$843K | 0.75% | 26 |
|
|
2016
Q4 | $2.59M | Sell |
32,572
-2,623
| -7% | -$208K | 1.16% | 16 |
|
|
2016
Q3 | $2.85M | Sell |
35,195
-9,935
| -22% | -$803K | 1.21% | 19 |
|
|
2016
Q2 | $3.66M | Buy |
45,130
+2,040
| +5% | +$165K | 1.56% | 13 |
|
|
2016
Q1 | $3.47M | Buy |
+43,090
| New | +$3.47M | 1.63% | 11 |
|