BIA
Bigelow Investment Advisors’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 | – | Sell |
-2,916
| Closed | -$239K | – | 144 |
|
|
2021
Q3 | $239K | Hold |
2,916
| – | – | 0.12% | 129 |
|
|
2021
Q2 | $240K | Hold |
2,916
| – | – | 0.12% | 131 |
|
|
2021
Q1 | $240K | Sell |
2,916
-490
| -14% | -$40.3K | 0.12% | 130 |
|
|
2020
Q4 | $282K | Hold |
3,406
| – | – | 0.15% | 122 |
|
|
2020
Q3 | $283K | Hold |
3,406
| – | – | 0.17% | 118 |
|
|
2020
Q2 | $283K | Sell |
3,406
-417
| -11% | -$34.6K | 0.18% | 117 |
|
|
2020
Q1 | $314K | Sell |
3,823
-45
| -1% | -$3.7K | 0.24% | 109 |
|
|
2019
Q4 | $312K | Sell |
3,868
-125
| -3% | -$10.1K | 0.18% | 129 |
|
|
2019
Q3 | $323K | Hold |
3,993
| – | – | 0.21% | 120 |
|
|
2019
Q2 | $322K | Sell |
3,993
-525
| -12% | -$42.3K | 0.22% | 119 |
|
|
2019
Q1 | $360K | Hold |
4,518
| – | – | 0.25% | 111 |
|
|
2018
Q4 | $355K | Hold |
4,518
| – | – | 0.27% | 109 |
|
|
2018
Q3 | $353K | Buy |
4,518
+965
| +27% | +$75.4K | 0.24% | 118 |
|
|
2018
Q2 | $278K | Hold |
3,553
| – | – | 0.19% | 128 |
|
|
2018
Q1 | $279K | Buy |
+3,553
| New | +$279K | 0.19% | 130 |
|