Gary Goldberg Planning Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $84K | Hold |
1,050
| – | – | 0.04% | 163 |
|
|
2014
Q3 | $84K | Hold |
1,050
| – | – | 0.03% | 169 |
|
|
2014
Q2 | $84K | Sell |
1,050
-150
| -13% | -$12K | 0.04% | 171 |
|
|
2014
Q1 | $96K | Hold |
1,200
| – | – | 0.05% | 156 |
|
|
2013
Q4 | $96K | Hold |
1,200
| – | – | 0.06% | 136 |
|
|
2013
Q3 | $96K | Hold |
1,200
| – | – | 0.06% | 135 |
|
|
2013
Q2 | $96K | Buy |
+1,200
| New | +$96K | 0.06% | 121 |
|