HPC
Hobart Private Capital’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,997
| Closed | -$248K | – | 139 |
|
|
2020
Q4 | $248K | Sell |
2,997
-718
| -19% | -$59.5K | 0.11% | 128 |
|
|
2020
Q3 | $309K | Sell |
3,715
-1,366
| -27% | -$113K | 0.16% | 117 |
|
|
2020
Q2 | $422K | Buy |
+5,081
| New | +$422K | 0.24% | 107 |
|
|
2019
Q2 | – | Sell |
-32,366
| Closed | -$2.58M | – | 151 |
|
|
2019
Q1 | $2.58M | Buy |
32,366
+30
| +0.1% | +$2.39K | 1.96% | 5 |
|
|
2018
Q4 | $2.54M | Sell |
32,336
-1,415
| -4% | -$111K | 2.18% | 6 |
|
|
2018
Q3 | $2.63M | Buy |
33,751
+1,198
| +4% | +$93.5K | 2.02% | 7 |
|
|
2018
Q2 | $2.55M | Buy |
32,553
+5,136
| +19% | +$402K | 2.07% | 9 |
|
|
2018
Q1 | $2.15M | Buy |
27,417
+2,663
| +11% | +$209K | 1.89% | 11 |
|
|
2017
Q4 | $1.96M | Buy |
+24,754
| New | +$1.96M | 1.75% | 16 |
|