Gupta Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $337K | Sell |
4,175
-619
| -13% | -$50K | 0.08% | 179 |
|
|
2015
Q4 | $381K | Sell |
4,794
-1,536
| -24% | -$122K | 0.1% | 166 |
|
|
2015
Q3 | $509K | Buy |
6,330
+600
| +10% | +$48.2K | 0.12% | 139 |
|
|
2015
Q2 | $459K | Sell |
5,730
-305
| -5% | -$24.4K | 0.11% | 157 |
|
|
2015
Q1 | $486K | Buy |
+6,035
| New | +$486K | 0.14% | 131 |
|