MFW
Mosaic Family Wealth’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2.34M | Sell |
28,961
-204
| -0.7% | -$16.5K | 0.61% | 23 |
|
|
2021
Q3 | $2.39M | Buy |
29,165
+1,505
| +5% | +$123K | 0.66% | 24 |
|
|
2021
Q2 | $2.27M | Sell |
27,660
-81
| -0.3% | -$6.66K | 0.66% | 23 |
|
|
2021
Q1 | $2.28M | Sell |
27,741
-632
| -2% | -$51.9K | 0.66% | 22 |
|
|
2020
Q4 | $2.35M | Buy |
28,373
+5,046
| +22% | +$418K | 0.79% | 21 |
|
|
2020
Q3 | $1.94M | Buy |
23,327
+3,423
| +17% | +$284K | 0.73% | 21 |
|
|
2020
Q2 | $1.65M | Buy |
19,904
+7,055
| +55% | +$586K | 0.68% | 21 |
|
|
2020
Q1 | $1.06M | Sell |
12,849
-217
| -2% | -$17.8K | 0.54% | 30 |
|
|
2019
Q4 | $1.05M | Sell |
13,066
-496
| -4% | -$40K | 0.42% | 39 |
|
|
2019
Q3 | $1.1M | Buy |
13,562
+16
| +0.1% | +$1.29K | 0.45% | 35 |
|
|
2019
Q2 | $1.09M | Sell |
13,546
-161
| -1% | -$13K | 0.46% | 33 |
|
|
2019
Q1 | $1.09M | Sell |
13,707
-1,638
| -11% | -$130K | 0.44% | 30 |
|
|
2018
Q4 | $1.21M | Buy |
15,345
+1,905
| +14% | +$150K | 0.5% | 29 |
|
|
2018
Q3 | $1.05M | Sell |
13,440
-3,665
| -21% | -$285K | 0.43% | 34 |
|
|
2018
Q2 | $1.34M | Sell |
17,105
-1,694
| -9% | -$133K | 0.51% | 31 |
|
|
2018
Q1 | $1.48M | Sell |
18,799
-1,102
| -6% | -$86.5K | 0.55% | 28 |
|
|
2017
Q4 | $1.57M | Sell |
19,901
-1,381
| -6% | -$109K | 0.57% | 31 |
|
|
2017
Q3 | $1.7M | Buy |
21,282
+158
| +0.7% | +$12.6K | 0.66% | 22 |
|
|
2017
Q2 | $1.69M | Sell |
21,124
-1,871
| -8% | -$149K | 0.7% | 20 |
|
|
2017
Q1 | $1.83M | Sell |
22,995
-6,074
| -21% | -$484K | 0.79% | 18 |
|
|
2016
Q4 | $2.31M | Sell |
29,069
-1,105
| -4% | -$87.8K | 1.06% | 13 |
|
|
2016
Q3 | $2.44M | Sell |
30,174
-6,778
| -18% | -$548K | 1.13% | 11 |
|
|
2016
Q2 | $3M | Sell |
36,952
-16,293
| -31% | -$1.32M | 1.45% | 11 |
|
|
2016
Q1 | $4.29M | Sell |
53,245
-35,760
| -40% | -$2.88M | 2.06% | 7 |
|
|
2015
Q4 | $7.08M | Buy |
+89,005
| New | +$7.08M | 3.15% | 5 |
|