Lenox Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $31K | Hold |
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|
2021
Q4 | $32K | Sell |
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|
2021
Q3 | $39K | Hold |
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|
2021
Q2 | $39K | Sell |
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|
2021
Q1 | $51K | Buy |
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|
2020
Q4 | $33K | Hold |
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|
2020
Q3 | $33K | Buy |
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|
2020
Q2 | $7K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $19K | Buy |
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|
2018
Q1 | $6K | Sell |
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|
2017
Q4 | $25K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $3K | Buy |
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