BAM
Bruderman Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-64
| Closed | -$5K | – | 641 |
|
|
2018
Q4 | $5K | Buy |
+64
| New | +$5K | ﹤0.01% | 483 |
|
|
2017
Q1 | – | Sell |
-230
| Closed | -$18K | – | 143 |
|
|
2016
Q4 | $18K | Sell |
230
-220
| -49% | -$17.2K | 0.01% | 279 |
|
|
2016
Q3 | $36K | Hold |
450
| – | – | 0.01% | 237 |
|
|
2016
Q2 | $36K | Hold |
450
| – | – | 0.01% | 225 |
|
|
2016
Q1 | $36K | Hold |
450
| – | – | 0.01% | 224 |
|
|
2015
Q4 | $36K | Sell |
450
-135
| -23% | -$10.8K | 0.01% | 239 |
|
|
2015
Q3 | $47K | Sell |
585
-165
| -22% | -$13.3K | 0.02% | 214 |
|
|
2015
Q2 | $60K | Sell |
750
-300
| -29% | -$24K | 0.02% | 198 |
|
|
2015
Q1 | $85K | Buy |
+1,050
| New | +$85K | 0.03% | 170 |
|