IA
Independence Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $601K | Hold |
7,232
| – | – | 0.13% | 47 |
|
2020
Q2 | $601K | Hold |
7,232
| – | – | 0.14% | 45 |
|
2020
Q1 | $594K | Buy |
7,232
+5,170
| +251% | +$425K | 0.16% | 43 |
|
2019
Q4 | $166K | Sell |
2,062
-900
| -30% | -$72.5K | 0.04% | 98 |
|
2019
Q3 | $239K | Buy |
+2,962
| New | +$239K | 0.06% | 87 |
|