MinichMacGregor Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-398
| Closed | -$30K | – | 151 |
|
|
2018
Q3 | $30K | Sell |
398
-52
| -12% | -$3.92K | 0.02% | 168 |
|
|
2018
Q2 | $35K | Buy |
450
+60
| +15% | +$4.67K | 0.02% | 139 |
|
|
2018
Q1 | $30K | Hold |
390
| – | – | 0.02% | 152 |
|
|
2017
Q4 | $30K | Hold |
390
| – | – | 0.02% | 150 |
|
|
2017
Q3 | $31K | Sell |
390
-400
| -51% | -$31.8K | 0.03% | 140 |
|
|
2017
Q2 | $63K | Hold |
790
| – | – | 0.05% | 88 |
|
|
2017
Q1 | $62K | Sell |
790
-37
| -4% | -$2.9K | 0.06% | 88 |
|
|
2016
Q4 | $65K | Hold |
827
| – | – | 0.06% | 86 |
|
|
2016
Q3 | $66K | Hold |
827
| – | – | 0.06% | 90 |
|
|
2016
Q2 | $67K | Hold |
827
| – | – | 0.06% | 88 |
|
|
2016
Q1 | $66K | Hold |
827
| – | – | 0.06% | 88 |
|
|
2015
Q4 | $66K | Buy |
+827
| New | +$66K | 0.06% | 86 |
|