Lenox Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $31K | Hold |
400
| – | – | ﹤0.01% | 315 |
|
|
2021
Q4 | $32K | Sell |
400
-70
| -15% | -$5.6K | ﹤0.01% | 326 |
|
|
2021
Q3 | $39K | Hold |
470
| – | – | 0.01% | 267 |
|
|
2021
Q2 | $39K | Sell |
470
-155
| -25% | -$12.9K | 0.01% | 264 |
|
|
2021
Q1 | $51K | Buy |
625
+225
| +56% | +$18.4K | 0.01% | 186 |
|
|
2020
Q4 | $33K | Hold |
400
| – | – | ﹤0.01% | 243 |
|
|
2020
Q3 | $33K | Buy |
400
+321
| +406% | +$26.5K | 0.01% | 211 |
|
|
2020
Q2 | $7K | Buy |
+79
| New | +$7K | ﹤0.01% | 405 |
|
|
2018
Q3 | – | Sell |
-237
| Closed | -$19K | – | 422 |
|
|
2018
Q2 | $19K | Buy |
237
+161
| +212% | +$12.9K | ﹤0.01% | 265 |
|
|
2018
Q1 | $6K | Sell |
76
-240
| -76% | -$18.9K | ﹤0.01% | 403 |
|
|
2017
Q4 | $25K | Buy |
+316
| New | +$25K | 0.01% | 132 |
|
|
2015
Q2 | – | Sell |
-38
| Closed | -$3K | – | 301 |
|
|
2015
Q1 | $3K | Buy |
+38
| New | +$3K | ﹤0.01% | 275 |
|