LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $20K | Hold |
236
| – | – | 0.01% | 338 |
|
|
2020
Q2 | $20K | Buy |
236
+4
| +2% | +$339 | 0.01% | 334 |
|
|
2020
Q1 | $19K | Sell |
232
-5
| -2% | -$409 | 0.01% | 317 |
|
|
2019
Q4 | $19K | Sell |
237
-254
| -52% | -$20.4K | 0.01% | 351 |
|
|
2019
Q3 | $40K | Buy |
491
+1
| +0.2% | +$81 | 0.02% | 267 |
|
|
2019
Q2 | $39K | Buy |
490
+2
| +0.4% | +$159 | 0.02% | 267 |
|
|
2019
Q1 | $39K | Sell |
488
-52
| -10% | -$4.16K | 0.02% | 271 |
|
|
2018
Q4 | $42K | Sell |
540
-285
| -35% | -$22.2K | 0.03% | 250 |
|
|
2018
Q3 | $64K | Buy |
825
+88
| +12% | +$6.83K | 0.03% | 227 |
|
|
2018
Q2 | $58K | Buy |
737
+213
| +41% | +$16.8K | 0.03% | 225 |
|
|
2018
Q1 | $41K | Buy |
+524
| New | +$41K | 0.02% | 252 |
|
|
2014
Q2 | – | Sell |
-1,700
| Closed | -$136K | – | 83 |
|
|
2014
Q1 | $136K | Hold |
1,700
| – | – | 0.11% | 75 |
|
|
2013
Q4 | $136K | Hold |
1,700
| – | – | 0.09% | 75 |
|
|
2013
Q3 | $137K | Buy |
+1,700
| New | +$137K | 0.11% | 59 |
|