ECM
Evergreen Capital Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-52,430
| Closed | -$4.77M | – | 371 |
|
|
2018
Q1 | $4.77M | Sell |
52,430
-2,393
| -4% | -$218K | 0.46% | 57 |
|
|
2017
Q4 | $5.21M | Buy |
54,823
+521
| +1% | +$49.5K | 0.53% | 52 |
|
|
2017
Q3 | $5.09M | Sell |
54,302
-4,509
| -8% | -$423K | 0.6% | 50 |
|
|
2017
Q2 | $5.48M | Sell |
58,811
-27,264
| -32% | -$2.54M | 0.88% | 37 |
|
|
2017
Q1 | $7.75M | Buy |
86,075
+2,190
| +3% | +$197K | 1.61% | 19 |
|
|
2016
Q4 | $7.48M | Buy |
+83,885
| New | +$7.48M | 1.44% | 24 |
|