CJA
C-J Advisory’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $10M | Buy |
121,992
+8,345
| +7% | +$684K | 5.29% | 7 |
|
|
2021
Q2 | $9.34M | Buy |
113,647
+6,582
| +6% | +$541K | 5.01% | 7 |
|
|
2021
Q1 | $8.8M | Buy |
107,065
+5,776
| +6% | +$475K | 5.13% | 7 |
|
|
2020
Q4 | $8.4M | Buy |
101,289
+7,930
| +8% | +$657K | 5.23% | 7 |
|
|
2020
Q3 | $7.75M | Sell |
93,359
-431
| -0.5% | -$35.8K | 5.64% | 7 |
|
|
2020
Q2 | $7.79M | Buy |
93,790
+2,656
| +3% | +$220K | 5.88% | 7 |
|
|
2020
Q1 | $7.49M | Sell |
91,134
-23,071
| -20% | -$1.9M | 6.76% | 6 |
|
|
2019
Q4 | $9.21M | Buy |
114,205
+7,552
| +7% | +$609K | 5.48% | 6 |
|
|
2019
Q3 | $8.62M | Buy |
106,653
+684
| +0.6% | +$55.3K | 5.42% | 6 |
|
|
2019
Q2 | $8.53M | Buy |
105,969
+520
| +0.5% | +$41.9K | 5.5% | 6 |
|
|
2019
Q1 | $8.36M | Sell |
105,449
-665
| -0.6% | -$52.7K | 5.44% | 6 |
|
|
2018
Q4 | $8.34M | Buy |
106,114
+4,561
| +4% | +$358K | 6.1% | 6 |
|
|
2018
Q3 | $7.92M | Buy |
101,553
+1,114
| +1% | +$86.9K | 5.35% | 6 |
|
|
2018
Q2 | $7.86M | Buy |
100,439
+487
| +0.5% | +$38.1K | 5.49% | 6 |
|
|
2018
Q1 | $7.83M | Buy |
99,952
+3,742
| +4% | +$293K | 5.68% | 6 |
|
|
2017
Q4 | $7.61M | Buy |
96,210
+12,472
| +15% | +$987K | 5.55% | 6 |
|
|
2017
Q3 | $6.68M | Buy |
83,738
+2,180
| +3% | +$174K | 4.97% | 6 |
|
|
2017
Q2 | $6.51M | Buy |
81,558
+2,249
| +3% | +$180K | 5.05% | 6 |
|
|
2017
Q1 | $6.32M | Buy |
79,309
+2,254
| +3% | +$180K | 5.18% | 6 |
|
|
2016
Q4 | $6.12M | Buy |
77,055
+3,664
| +5% | +$291K | 5.36% | 6 |
|
|
2016
Q3 | $5.93M | Buy |
+73,391
| New | +$5.93M | 5.28% | 6 |
|