Concert Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $666K | Sell |
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|
2016
Q4 | $884K | Sell |
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|
2016
Q3 | $1.46M | Sell |
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|
2016
Q2 | $1.61M | Buy |
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|
2016
Q1 | $1.28M | Buy |
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|
2015
Q4 | $963K | Sell |
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|
2015
Q3 | $1.59M | Buy |
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|
2015
Q2 | $1.38M | Sell |
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|
2015
Q1 | $1.06M | Buy |
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|
2014
Q4 | $1.29M | Buy |
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|
2014
Q3 | $1.12M | Sell |
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|
2014
Q2 | $1.11M | Sell |
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|
2014
Q1 | $1.16M | Sell |
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|
2013
Q4 | $1.18M | Buy |
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|
2013
Q3 | $1.12M | Sell |
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|
2013
Q2 | $1.12M | Buy |
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