CT Financial Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $3.45M | Buy |
43,228
+3,372
| +8% | +$269K | 2.13% | 6 |
|
|
2016
Q4 | $3.17M | Buy |
39,856
+951
| +2% | +$75.6K | 2.01% | 7 |
|
|
2016
Q3 | $3.14M | Buy |
38,905
+2,067
| +6% | +$167K | 1.92% | 8 |
|
|
2016
Q2 | $2.99M | Sell |
36,838
-15,423
| -30% | -$1.25M | 1.84% | 8 |
|
|
2016
Q1 | $4.21M | Buy |
52,261
+352
| +0.7% | +$28.4K | 2.37% | 4 |
|
|
2015
Q4 | $4.13M | Sell |
51,909
-692
| -1% | -$55.1K | 2.38% | 5 |
|
|
2015
Q3 | $4.23M | Sell |
52,601
-2,167
| -4% | -$174K | 2.65% | 3 |
|
|
2015
Q2 | $4.39M | Sell |
54,768
-8,127
| -13% | -$652K | 2.49% | 3 |
|
|
2015
Q1 | $5.06M | Sell |
62,895
-5,368
| -8% | -$432K | 2.8% | 3 |
|
|
2014
Q4 | $5.46M | Buy |
+68,263
| New | +$5.46M | 4.13% | 2 |
|
|
2014
Q1 | $5.06M | Buy |
+62,895
| New | +$5.06M | 2.8% | 3 |
|