JPLA
Joseph P. Lucia & Associates’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-464
| Closed | -$36K | – | 142 |
|
|
2022
Q2 | $36K | Hold |
464
| – | – | 0.03% | 203 |
|
|
2022
Q1 | $36K | Buy |
+464
| New | +$36K | 0.02% | 211 |
|
|
2021
Q4 | – | Sell |
-624
| Closed | -$51K | – | 177 |
|
|
2021
Q3 | $51K | Sell |
624
-15
| -2% | -$1.23K | 0.03% | 214 |
|
|
2021
Q2 | $53K | Hold |
639
| – | – | 0.03% | 216 |
|
|
2021
Q1 | $53K | Hold |
639
| – | – | 0.02% | 201 |
|
|
2020
Q4 | $53K | Buy |
+639
| New | +$53K | 0.04% | 183 |
|
|
2020
Q3 | – | Sell |
-599
| Closed | -$50K | – | 129 |
|
|
2020
Q2 | $50K | Buy |
599
+220
| +58% | +$18.4K | 0.05% | 172 |
|
|
2020
Q1 | $31K | Hold |
379
| – | – | 0.03% | 191 |
|
|
2019
Q4 | $31K | Hold |
379
| – | – | 0.03% | 211 |
|
|
2019
Q3 | $31K | Hold |
379
| – | – | 0.03% | 209 |
|
|
2019
Q2 | $31K | Sell |
379
-29,678
| -99% | -$2.43M | 0.03% | 212 |
|
|
2019
Q1 | $379 | Buy |
+30,057
| New | +$379 | 0.03% | 181 |
|