JSA
Jacobson & Schmitt Advisors’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 |
-4,275
| Closed | -$354K | – | 44 |
|
|
2020
Q4 | $354K | Hold |
4,275
| – | – | 0.12% | 36 |
|
|
2020
Q3 | $355K | Hold |
4,275
| – | – | 0.14% | 37 |
|
|
2020
Q2 | $355K | Hold |
4,275
| – | – | 0.15% | 36 |
|
|
2020
Q1 | $351K | Sell |
4,275
-182
| -4% | -$14.9K | 0.2% | 39 |
|
|
2019
Q4 | $359K | Buy |
+4,457
| New | +$359K | 0.18% | 38 |
|
|
2019
Q3 | – | Sell |
-4,457
| Closed | -$359K | – | 37 |
|
|
2019
Q2 | $359K | Buy |
4,457
+182
| +4% | +$14.7K | 0.21% | 30 |
|
|
2019
Q1 | $340K | Hold |
4,275
| – | – | 0.21% | 31 |
|
|
2018
Q4 | $336K | Hold |
4,275
| – | – | 0.24% | 35 |
|
|
2018
Q3 | $334K | Hold |
4,275
| – | – | 0.21% | 36 |
|
|
2018
Q2 | $334K | Hold |
4,275
| – | – | 0.22% | 40 |
|
|
2018
Q1 | $335K | Hold |
4,275
| – | – | 0.23% | 37 |
|
|
2017
Q4 | $338K | Hold |
4,275
| – | – | 0.23% | 36 |
|
|
2017
Q3 | $341K | Buy |
4,275
+6
| +0.1% | +$479 | 0.23% | 37 |
|
|
2017
Q2 | $341K | Buy |
4,269
+17
| +0.4% | +$1.36K | 0.23% | 34 |
|
|
2017
Q1 | $339K | Buy |
4,252
+5
| +0.1% | +$399 | 0.24% | 36 |
|
|
2016
Q4 | $337K | Hold |
4,247
| – | – | 0.26% | 32 |
|
|
2016
Q3 | $343K | Hold |
4,247
| – | – | 0.27% | 32 |
|
|
2016
Q2 | $344K | Hold |
4,247
| – | – | 0.29% | 31 |
|
|
2016
Q1 | $342K | Buy |
+4,247
| New | +$342K | 0.3% | 34 |
|