MIM
Morningstar Investment Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-40,588
| Closed | -$3.27M | – | 26 |
|
|
2019
Q4 | $3.27M | Buy |
+40,588
| New | +$3.27M | 0.6% | 19 |
|
|
2019
Q3 | – | Sell |
-148,909
| Closed | -$12M | – | 19 |
|
|
2019
Q2 | $12M | Sell |
148,909
-9,820
| -6% | -$791K | 3.7% | 9 |
|
|
2019
Q1 | $12.6M | Buy |
158,729
+38,404
| +32% | +$3.06M | 6.36% | 6 |
|
|
2018
Q4 | $9.45M | Buy |
+120,325
| New | +$9.45M | 7.51% | 5 |
|