Bingham Osborn & Scarborough’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-2,677
| Closed | -$222K | – | 139 |
|
|
2020
Q3 | $222K | Buy |
2,677
+2
| +0.1% | +$166 | 0.02% | 150 |
|
|
2020
Q2 | $222K | Buy |
2,675
+2
| +0.1% | +$166 | 0.02% | 143 |
|
|
2020
Q1 | $220K | Buy |
2,673
+2
| +0.1% | +$165 | 0.02% | 134 |
|
|
2019
Q4 | $215K | Buy |
2,671
+2
| +0.1% | +$161 | 0.02% | 157 |
|
|
2019
Q3 | $216K | Sell |
2,669
-306
| -10% | -$24.8K | 0.02% | 144 |
|
|
2019
Q2 | $240K | Sell |
2,975
-740
| -20% | -$59.7K | 0.02% | 131 |
|
|
2019
Q1 | $296K | Buy |
3,715
+311
| +9% | +$24.8K | 0.03% | 116 |
|
|
2018
Q4 | $267K | Hold |
3,404
| – | – | 0.03% | 114 |
|
|
2018
Q3 | $266K | Sell |
3,404
-576
| -14% | -$45K | 0.02% | 120 |
|
|
2018
Q2 | $311K | Hold |
3,980
| – | – | 0.03% | 107 |
|
|
2018
Q1 | $312K | Hold |
3,980
| – | – | 0.03% | 107 |
|
|
2017
Q4 | $315K | Hold |
3,980
| – | – | 0.03% | 103 |
|
|
2017
Q3 | $318K | Hold |
3,980
| – | – | 0.03% | 97 |
|
|
2017
Q2 | $318K | Sell |
3,980
-125
| -3% | -$9.99K | 0.03% | 94 |
|
|
2017
Q1 | $327K | Buy |
4,105
+190
| +5% | +$15.1K | 0.03% | 93 |
|
|
2016
Q4 | $311K | Buy |
3,915
+250
| +7% | +$19.9K | 0.03% | 91 |
|
|
2016
Q3 | $296K | Buy |
3,665
+50
| +1% | +$4.04K | 0.03% | 90 |
|
|
2016
Q2 | $293K | Hold |
3,615
| – | – | 0.03% | 93 |
|
|
2016
Q1 | $291K | Hold |
3,615
| – | – | 0.03% | 92 |
|
|
2015
Q4 | $288K | Hold |
3,615
| – | – | 0.04% | 90 |
|
|
2015
Q3 | $291K | Sell |
3,615
-250
| -6% | -$20.1K | 0.04% | 85 |
|
|
2015
Q2 | $310K | Sell |
3,865
-300
| -7% | -$24.1K | 0.04% | 86 |
|
|
2015
Q1 | $335K | Buy |
4,165
+300
| +8% | +$24.1K | 0.04% | 87 |
|
|
2014
Q4 | $309K | Buy |
3,865
+250
| +7% | +$20K | 0.04% | 87 |
|
|
2014
Q3 | $289K | Buy |
+3,615
| New | +$289K | 0.04% | 92 |
|