LCP
Legacy Capital Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $200K | Hold |
2,569
| – | – | 0.07% | 135 |
|
|
2021
Q4 | $208K | Buy |
+2,569
| New | +$208K | 0.07% | 139 |
|
|
2021
Q3 | – | Sell |
-3,004
| Closed | -$247K | – | 138 |
|
|
2021
Q2 | $247K | Hold |
3,004
| – | – | 0.09% | 130 |
|
|
2021
Q1 | $247K | Hold |
3,004
| – | – | 0.09% | 124 |
|
|
2020
Q4 | $249K | Hold |
3,004
| – | – | 0.1% | 122 |
|
|
2020
Q3 | $249K | Sell |
3,004
-311
| -9% | -$25.8K | 0.1% | 120 |
|
|
2020
Q2 | $276K | Hold |
3,315
| – | – | 0.12% | 115 |
|
|
2020
Q1 | $272K | Sell |
3,315
-202
| -6% | -$16.6K | 0.13% | 109 |
|
|
2019
Q4 | $284K | Sell |
3,517
-56
| -2% | -$4.52K | 0.11% | 122 |
|
|
2019
Q3 | $289K | Sell |
3,573
-55
| -2% | -$4.45K | 0.13% | 114 |
|
|
2019
Q2 | $292K | Sell |
3,628
-233
| -6% | -$18.8K | 0.13% | 110 |
|
|
2019
Q1 | $307K | Sell |
3,861
-565
| -13% | -$44.9K | 0.14% | 106 |
|
|
2018
Q4 | $348K | Sell |
4,426
-518
| -10% | -$40.7K | 0.18% | 100 |
|
|
2018
Q3 | $386K | Sell |
4,944
-555
| -10% | -$43.3K | 0.18% | 100 |
|
|
2018
Q2 | $430K | Sell |
5,499
-1,651
| -23% | -$129K | 0.21% | 93 |
|
|
2018
Q1 | $561K | Buy |
7,150
+10
| +0.1% | +$785 | 0.28% | 78 |
|
|
2017
Q4 | $565K | Sell |
7,140
-311
| -4% | -$24.6K | 0.28% | 76 |
|
|
2017
Q3 | $595K | Sell |
7,451
-616
| -8% | -$49.2K | 0.31% | 72 |
|
|
2017
Q2 | $642K | Sell |
8,067
-41
| -0.5% | -$3.26K | 0.35% | 69 |
|
|
2017
Q1 | $647K | Buy |
8,108
+966
| +14% | +$77.1K | 0.36% | 66 |
|
|
2016
Q4 | $568K | Buy |
7,142
+30
| +0.4% | +$2.39K | 0.34% | 71 |
|
|
2016
Q3 | $575K | Buy |
7,112
+270
| +4% | +$21.8K | 0.36% | 67 |
|
|
2016
Q2 | $555K | Sell |
6,842
-765
| -10% | -$62.1K | 0.35% | 71 |
|
|
2016
Q1 | $614K | Sell |
7,607
-258
| -3% | -$20.8K | 0.4% | 68 |
|
|
2015
Q4 | $626K | Hold |
7,865
| – | – | 0.4% | 67 |
|
|
2015
Q3 | $633K | Buy |
7,865
+60
| +0.8% | +$4.83K | 0.43% | 65 |
|
|
2015
Q2 | $626K | Sell |
7,805
-75
| -1% | -$6.02K | 0.41% | 74 |
|
|
2015
Q1 | $635K | Sell |
7,880
-31
| -0.4% | -$2.5K | 0.4% | 71 |
|
|
2014
Q4 | $633K | Buy |
7,911
+464
| +6% | +$37.1K | 0.41% | 69 |
|
|
2014
Q3 | $597K | Sell |
7,447
-500
| -6% | -$40.1K | 0.4% | 67 |
|
|
2014
Q2 | $639K | Buy |
7,947
+4,580
| +136% | +$368K | 0.41% | 68 |
|
|
2014
Q1 | $270K | Buy |
3,367
+25
| +0.7% | +$2.01K | 0.19% | 94 |
|
|
2013
Q4 | $268K | Buy |
3,342
+22
| +0.7% | +$1.76K | 0.19% | 94 |
|
|
2013
Q3 | $267K | Buy |
3,320
+400
| +14% | +$32.2K | 0.2% | 90 |
|
|
2013
Q2 | $234K | Buy |
+2,920
| New | +$234K | 0.18% | 93 |
|