Integrated 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
2016
Q4
Sell
2016
Q3
$37K Sell
2016
Q2
$43K Buy
2016
Q1
$37K Hold
2015
Q4
$37K Sell
2015
Q3
$61K Hold
2015
Q2
$60K Sell
2015
Q1
$239K Buy