CPA
Clear Perspective Advisors’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 |
-3,635
| Closed | -$286K | – | 138 |
|
|
2018
Q4 | $286K | Sell |
3,635
-1,880
| -34% | -$148K | 0.24% | 104 |
|
|
2018
Q3 | $430K | Sell |
5,515
-500
| -8% | -$39K | 0.32% | 92 |
|
|
2018
Q2 | $470K | Hold |
6,015
| – | – | 0.33% | 84 |
|
|
2018
Q1 | $472K | Buy |
6,015
+2,330
| +63% | +$183K | 0.35% | 81 |
|
|
2017
Q4 | $291K | Buy |
3,685
+125
| +4% | +$9.87K | 0.22% | 107 |
|
|
2017
Q3 | $284K | Buy |
3,560
+350
| +11% | +$27.9K | 0.23% | 104 |
|
|
2017
Q2 | $256K | Buy |
3,210
+75
| +2% | +$5.98K | 0.22% | 107 |
|
|
2017
Q1 | $250K | Sell |
3,135
-300
| -9% | -$23.9K | 0.17% | 105 |
|
|
2016
Q4 | $273K | Buy |
+3,435
| New | +$273K | 0.18% | 108 |
|