LA
Legacy Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-78,384
| Closed | -$5.9M | – | 254 |
|
|
2022
Q4 | $5.9M | Buy |
+78,384
| New | +$5.9M | 1.08% | 13 |
|
|
2019
Q3 | – | Sell |
-143
| Closed | -$12K | – | 142 |
|
|
2019
Q2 | $12K | Sell |
143
-77,217
| -100% | -$6.48M | 0.01% | 291 |
|
|
2019
Q1 | $6.16M | Buy |
77,360
+24,383
| +46% | +$1.94M | 2% | 12 |
|
|
2018
Q4 | $4.16M | Sell |
52,977
-6,063
| -10% | -$476K | 3.16% | 6 |
|
|
2018
Q3 | $4.61M | Buy |
+59,040
| New | +$4.61M | 2.27% | 8 |
|
|
2018
Q2 | – | Sell |
-63,627
| Closed | -$4.98M | – | 416 |
|
|
2018
Q1 | $4.98M | Buy |
63,627
+15,376
| +32% | +$1.2M | 3.68% | 5 |
|
|
2017
Q4 | $3.82M | Buy |
48,251
+8,592
| +22% | +$680K | 3.72% | 8 |
|
|
2017
Q3 | $3.17M | Buy |
39,659
+5,354
| +16% | +$427K | 3.53% | 7 |
|
|
2017
Q2 | $2.74M | Buy |
34,305
+5,773
| +20% | +$461K | 3.5% | 6 |
|
|
2017
Q1 | $2.27M | Sell |
28,532
-153,114
| -84% | -$12.2M | 3.07% | 6 |
|
|
2016
Q4 | $1.7M | Buy |
+181,646
| New | +$1.7M | 2.32% | 6 |
|