IFWM
Institute for 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-870
| Closed | -$70K | – | 411 |
|
|
2019
Q4 | $70K | Buy |
+870
| New | +$70K | 0.02% | 495 |
|
|
2018
Q4 | – | Sell |
-20,353
| Closed | -$1.59M | – | 270 |
|
|
2018
Q3 | $1.59M | Sell |
20,353
-9,235
| -31% | -$720K | 0.54% | 56 |
|
|
2018
Q2 | $2.32M | Buy |
29,588
+15,590
| +111% | +$1.22M | 0.74% | 30 |
|
|
2018
Q1 | $1.1M | Sell |
13,998
-7,030
| -33% | -$550K | 0.32% | 109 |
|
|
2017
Q4 | $1.66M | Buy |
21,028
+7,710
| +58% | +$609K | 0.38% | 74 |
|
|
2017
Q3 | $1.06M | Sell |
13,318
-2,345
| -15% | -$187K | 0.35% | 96 |
|
|
2017
Q2 | $1.25M | Buy |
+15,663
| New | +$1.25M | 0.34% | 79 |
|
|
2015
Q4 | $790K | Sell |
9,929
-5,231
| -35% | -$416K | 1.18% | 26 |
|
|
2015
Q3 | $1.22M | Buy |
15,160
+4,143
| +38% | +$333K | 2.32% | 20 |
|
|
2015
Q2 | $883K | Buy |
+11,017
| New | +$883K | 1.14% | 29 |
|