Institute for Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $70K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $1.59M | Sell |
|
|||||
|
2018
Q2 | $2.32M | Buy |
|
|||||
|
2018
Q1 | $1.09M | Sell |
|
|||||
|
2017
Q4 | $1.66M | Buy |
|
|||||
|
2017
Q3 | $1.06M | Sell |
|
|||||
|
2017
Q2 | $1.25M | Buy |
|
|||||
|
2015
Q4 | $790K | Sell |
|
|||||
|
2015
Q3 | $1.22M | Buy |
|
|||||
|
2015
Q2 | $883K | Buy |
|