Gradient Investments’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-24
| Closed | -$1.84K | – | 433 |
|
|
2024
Q2 | $1.84K | Hold |
24
| – | – | ﹤0.01% | 1000 |
|
|
2024
Q1 | $1.84K | Sell |
24
-918
| -97% | -$70.4K | ﹤0.01% | 842 |
|
|
2023
Q4 | $72.6K | Buy |
942
+76
| +9% | +$5.85K | ﹤0.01% | 477 |
|
|
2023
Q3 | $65.1K | Sell |
866
-1,493
| -63% | -$112K | ﹤0.01% | 455 |
|
|
2023
Q2 | $178K | Sell |
2,359
-4,612
| -66% | -$349K | ﹤0.01% | 337 |
|
|
2023
Q1 | $533K | Buy |
6,971
+5,863
| +529% | +$448K | 0.01% | 213 |
|
|
2022
Q4 | $83.4K | Sell |
1,108
-426
| -28% | -$32.1K | ﹤0.01% | 415 |
|
|
2022
Q3 | $115K | Buy |
1,534
+76
| +5% | +$5.7K | ﹤0.01% | 339 |
|
|
2022
Q2 | $112K | Buy |
1,458
+497
| +52% | +$38.2K | ﹤0.01% | 362 |
|
|
2022
Q1 | $75K | Buy |
961
+174
| +22% | +$13.6K | ﹤0.01% | 408 |
|
|
2021
Q4 | $64K | Hold |
787
| – | – | ﹤0.01% | 438 |
|
|
2021
Q3 | $64K | Sell |
787
-94
| -11% | -$7.64K | ﹤0.01% | 448 |
|
|
2021
Q2 | $72K | Sell |
881
-679
| -44% | -$55.5K | ﹤0.01% | 419 |
|
|
2021
Q1 | $128K | Sell |
1,560
-574
| -27% | -$47.1K | ﹤0.01% | 327 |
|
|
2020
Q4 | $177K | Hold |
2,134
| – | – | 0.01% | 264 |
|
|
2020
Q3 | $177K | Sell |
2,134
-1,593
| -43% | -$132K | 0.01% | 264 |
|
|
2020
Q2 | $310K | Hold |
3,727
| – | – | 0.01% | 218 |
|
|
2020
Q1 | $306K | Buy |
3,727
+865
| +30% | +$71K | 0.02% | 211 |
|
|
2019
Q4 | $231K | Buy |
2,862
+124
| +5% | +$10K | 0.01% | 253 |
|
|
2019
Q3 | $221K | Buy |
2,738
+111
| +4% | +$8.96K | 0.01% | 252 |
|
|
2019
Q2 | $212K | Buy |
2,627
+174
| +7% | +$14K | 0.01% | 257 |
|
|
2019
Q1 | $195K | Sell |
2,453
-5
| -0.2% | -$397 | 0.01% | 248 |
|
|
2018
Q4 | $193K | Buy |
2,458
+1,546
| +170% | +$121K | 0.01% | 229 |
|
|
2018
Q3 | $71K | Buy |
912
+224
| +33% | +$17.4K | ﹤0.01% | 325 |
|
|
2018
Q2 | $54K | Hold |
688
| – | – | ﹤0.01% | 323 |
|
|
2018
Q1 | $54K | Sell |
688
-20
| -3% | -$1.57K | ﹤0.01% | 331 |
|
|
2017
Q4 | $56K | Buy |
+708
| New | +$56K | ﹤0.01% | 338 |
|
|
2017
Q3 | – | Sell |
-165
| Closed | -$13K | – | 286 |
|
|
2017
Q2 | $13K | Sell |
165
-155
| -48% | -$12.2K | ﹤0.01% | 442 |
|
|
2017
Q1 | $26K | Buy |
320
+145
| +83% | +$11.8K | ﹤0.01% | 377 |
|
|
2016
Q4 | $14K | Sell |
175
-672
| -79% | -$53.8K | ﹤0.01% | 402 |
|
|
2016
Q3 | $68K | Buy |
847
+836
| +7,600% | +$67.1K | 0.01% | 239 |
|
|
2016
Q2 | $1K | Sell |
11
-374
| -97% | -$34K | ﹤0.01% | 640 |
|
|
2016
Q1 | $31K | Buy |
+385
| New | +$31K | ﹤0.01% | 296 |
|
|
2015
Q3 | – | Sell |
-150
| Closed | -$12K | – | 597 |
|
|
2015
Q2 | $12K | Buy |
150
+117
| +355% | +$9.36K | ﹤0.01% | 363 |
|
|
2015
Q1 | $3K | Hold |
33
| – | – | ﹤0.01% | 504 |
|
|
2014
Q4 | $3K | Sell |
33
-717
| -96% | -$65.2K | ﹤0.01% | 449 |
|
|
2014
Q3 | $60K | Buy |
+750
| New | +$60K | 0.01% | 197 |
|