Jacobson & Schmitt Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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|
2020
Q4 | $354K | Hold |
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|
2020
Q3 | $355K | Hold |
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|
2020
Q2 | $355K | Hold |
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|
2020
Q1 | $351K | Sell |
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|
2019
Q4 | $359K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $359K | Buy |
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|
2019
Q1 | $340K | Hold |
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|
2018
Q4 | $336K | Hold |
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|
2018
Q3 | $334K | Hold |
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|
2018
Q2 | $334K | Hold |
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|
2018
Q1 | $335K | Hold |
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|
2017
Q4 | $338K | Hold |
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|
2017
Q3 | $341K | Buy |
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|
2017
Q2 | $341K | Buy |
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|
2017
Q1 | $339K | Buy |
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|
2016
Q4 | $337K | Hold |
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|
2016
Q3 | $343K | Hold |
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|
2016
Q2 | $344K | Hold |
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|
2016
Q1 | $342K | Buy |
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