CPIA
Cornell Pochily Investment Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,672
| Closed | -$283K | – | 171 |
|
|
2023
Q4 | $283K | Buy |
+3,672
| New | +$283K | 0.12% | 147 |
|
|
2022
Q2 | – | Sell |
-9,975
| Closed | -$777K | – | 165 |
|
|
2022
Q1 | $777K | Sell |
9,975
-6,206
| -38% | -$483K | 0.3% | 91 |
|
|
2021
Q4 | $1.31M | Sell |
16,181
-3,840
| -19% | -$310K | 0.51% | 54 |
|
|
2021
Q3 | $1.64M | Sell |
20,021
-337
| -2% | -$27.6K | 0.71% | 42 |
|
|
2021
Q2 | $1.67M | Sell |
20,358
-1,327
| -6% | -$109K | 0.74% | 41 |
|
|
2021
Q1 | $1.78M | Buy |
21,685
+6,773
| +45% | +$557K | 0.85% | 34 |
|
|
2020
Q4 | $1.24M | Buy |
14,912
+9,987
| +203% | +$828K | 0.59% | 46 |
|
|
2020
Q3 | $409K | Buy |
+4,925
| New | +$409K | 0.23% | 94 |
|