Emerson Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $4.07M | Buy |
50,461
+360
| +0.7% | +$29K | 0.77% | 56 |
|
|
2015
Q4 | $3.99M | Buy |
50,101
+895
| +2% | +$71.2K | 0.78% | 55 |
|
|
2015
Q3 | $3.96M | Sell |
49,206
-147
| -0.3% | -$11.8K | 0.79% | 56 |
|
|
2015
Q2 | $3.96M | Buy |
49,353
+405
| +0.8% | +$32.5K | 0.74% | 56 |
|
|
2015
Q1 | $3.94M | Buy |
48,948
+2,035
| +4% | +$164K | 0.72% | 57 |
|
|
2014
Q4 | $3.75M | Sell |
46,913
-942
| -2% | -$75.3K | 0.73% | 51 |
|
|
2014
Q3 | $3.83M | Buy |
47,855
+3,091
| +7% | +$248K | 0.76% | 46 |
|
|
2014
Q2 | $3.6M | Buy |
44,764
+3,524
| +9% | +$283K | 0.71% | 52 |
|
|
2014
Q1 | $3.3M | Buy |
41,240
+2,150
| +6% | +$172K | 0.68% | 54 |
|
|
2013
Q4 | $3.12M | Buy |
39,090
+1,165
| +3% | +$93.1K | 0.66% | 53 |
|
|
2013
Q3 | $3.05M | Buy |
37,925
+2,965
| +8% | +$238K | 0.68% | 51 |
|
|
2013
Q2 | $2.8M | Buy |
+34,960
| New | +$2.8M | 0.65% | 54 |
|