LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $20K | Hold |
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|
2020
Q2 | $20K | Buy |
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|
2020
Q1 | $19K | Sell |
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|
2019
Q4 | $19K | Sell |
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|
2019
Q3 | $40K | Buy |
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|
2019
Q2 | $39K | Buy |
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|
2019
Q1 | $39K | Sell |
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|
2018
Q4 | $42K | Sell |
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|
2018
Q3 | $64K | Buy |
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|
2018
Q2 | $58K | Buy |
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|
2018
Q1 | $41K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $136K | Hold |
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|
2013
Q4 | $136K | Hold |
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|
2013
Q3 | $137K | Buy |
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