CCA
Cobblestone Capital 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
Q3 | – | Sell |
-2,960
| Closed | -$238K | – | 242 |
|
|
2019
Q2 | $238K | Hold |
2,960
| – | – | 0.02% | 217 |
|
|
2019
Q1 | $236K | Sell |
2,960
-241
| -8% | -$19.2K | 0.02% | 214 |
|
|
2018
Q4 | $252K | Buy |
3,201
+241
| +8% | +$19K | 0.03% | 206 |
|
|
2018
Q3 | $231K | Hold |
2,960
| – | – | 0.02% | 222 |
|
|
2018
Q2 | $232K | Sell |
2,960
-3,100
| -51% | -$243K | 0.02% | 222 |
|
|
2018
Q1 | $475K | Sell |
6,060
-3,700
| -38% | -$290K | 0.05% | 156 |
|
|
2017
Q4 | $772K | Buy |
+9,760
| New | +$772K | 0.08% | 123 |
|