Barrington Strategic Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $15.5M | Buy |
194,480
+10,377
| +6% | +$828K | 7.83% | 2 |
|
|
2017
Q2 | $14.7M | Sell |
184,103
-16,592
| -8% | -$1.32M | 7.47% | 2 |
|
|
2017
Q1 | $16M | Buy |
200,695
+361
| +0.2% | +$28.8K | 8.33% | 2 |
|
|
2016
Q4 | $15.9M | Sell |
200,334
-6,200
| -3% | -$493K | 8.54% | 2 |
|
|
2016
Q3 | $16.7M | Sell |
206,534
-21,539
| -9% | -$1.74M | 9.41% | 1 |
|
|
2016
Q2 | $18.5M | Buy |
228,073
+3,513
| +2% | +$285K | 10.59% | 1 |
|
|
2016
Q1 | $18.1M | Buy |
224,560
+19,974
| +10% | +$1.61M | 10.49% | 1 |
|
|
2015
Q4 | $16.3M | Buy |
204,586
+124,683
| +156% | +$9.92M | 9.52% | 2 |
|
|
2015
Q3 | $6.42M | Sell |
79,903
-1,575
| -2% | -$127K | 4.1% | 4 |
|
|
2015
Q2 | $6.53M | Buy |
81,478
+3,057
| +4% | +$245K | 3.93% | 3 |
|
|
2015
Q1 | $6.31M | Buy |
78,421
+10,331
| +15% | +$832K | 3.86% | 3 |
|
|
2014
Q4 | $5.44M | Sell |
68,090
-12,019
| -15% | -$961K | 3.48% | 3 |
|
|
2014
Q3 | $6.41M | Buy |
80,109
+12,089
| +18% | +$968K | 4.16% | 4 |
|
|
2014
Q2 | $5.47M | Buy |
68,020
+7,175
| +12% | +$576K | 3.48% | 4 |
|
|
2014
Q1 | $4.87M | Buy |
60,845
+7,230
| +13% | +$579K | 3.17% | 4 |
|
|
2013
Q4 | $4.29M | Buy |
+53,615
| New | +$4.29M | 2.86% | 4 |
|