BSWM
Boston Standard Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $624K | Sell |
7,953
-5,142
| -39% | -$403K | 0.39% | 21 |
|
|
2017
Q4 | $1.04M | Sell |
13,095
-73,132
| -85% | -$5.79M | 0.66% | 21 |
|
|
2017
Q3 | $6.88M | Buy |
86,227
+1,990
| +2% | +$159K | 4.6% | 6 |
|
|
2017
Q2 | $6.71M | Buy |
84,237
+2,197
| +3% | +$175K | 4.67% | 6 |
|
|
2017
Q1 | $654K | Buy |
82,040
+3,195
| +4% | +$25.5K | 0.5% | 15 |
|
|
2016
Q4 | $6.26M | Buy |
78,845
+2,649
| +3% | +$210K | 4.96% | 6 |
|
|
2016
Q3 | $6.16M | Buy |
76,196
+2,473
| +3% | +$200K | 4.98% | 6 |
|
|
2016
Q2 | $5.98M | Buy |
73,723
+1,476
| +2% | +$120K | 5.2% | 6 |
|
|
2016
Q1 | $5.82M | Sell |
72,247
-2,106
| -3% | -$170K | 5.33% | 5 |
|
|
2015
Q4 | $5.91M | Sell |
74,353
-1,795
| -2% | -$143K | 5.84% | 5 |
|
|
2015
Q3 | $6.12M | Buy |
76,148
+890
| +1% | +$71.5K | 6.1% | 5 |
|
|
2015
Q2 | $6.04M | Buy |
+75,258
| New | +$6.04M | 5.65% | 6 |
|
|
2015
Q1 | – | Sell |
-74,687
| Closed | -$6.01M | – | 26 |
|
|
2014
Q4 | $6.01M | Buy |
+74,687
| New | +$6.01M | 5.94% | 5 |
|