MFP
Mosaic Financial Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $3.58M | Sell |
45,812
-1,290
| -3% | -$101K | 2.35% | 17 |
|
|
2018
Q1 | $3.69M | Sell |
47,102
-4,296
| -8% | -$337K | 2.24% | 16 |
|
|
2017
Q4 | $4.07M | Buy |
51,398
+1,518
| +3% | +$120K | 2.34% | 15 |
|
|
2017
Q3 | $3.98M | Buy |
49,880
+958
| +2% | +$76.5K | 2.45% | 16 |
|
|
2017
Q2 | $3.91M | Sell |
48,922
-1,433
| -3% | -$114K | 2.44% | 16 |
|
|
2017
Q1 | $4.01M | Buy |
50,355
+1,588
| +3% | +$127K | 2.53% | 13 |
|
|
2016
Q4 | $3.88M | Buy |
48,767
+1,403
| +3% | +$111K | 2.48% | 15 |
|
|
2016
Q3 | $3.83M | Sell |
47,364
-965
| -2% | -$78K | 2.33% | 16 |
|
|
2016
Q2 | $3.92M | Buy |
48,329
+2,439
| +5% | +$198K | 2.42% | 15 |
|
|
2016
Q1 | $3.7M | Sell |
45,890
-2,651
| -5% | -$214K | 2.36% | 15 |
|
|
2015
Q4 | $3.86M | Sell |
48,541
-742
| -2% | -$59K | 2.48% | 16 |
|
|
2015
Q3 | $3.96M | Sell |
49,283
-1,824
| -4% | -$147K | 2.53% | 14 |
|
|
2015
Q2 | $4.1M | Sell |
51,107
-2,322
| -4% | -$186K | 2.82% | 14 |
|
|
2015
Q1 | $4.3M | Buy |
53,429
+3,727
| +7% | +$300K | 2.94% | 13 |
|
|
2014
Q4 | $3.97M | Buy |
49,702
+33,091
| +199% | +$2.65M | 2.7% | 13 |
|
|
2014
Q3 | $1.33M | Buy |
16,611
+115
| +0.7% | +$9.21K | 0.94% | 26 |
|
|
2014
Q2 | $1.33M | Sell |
16,496
-2,046
| -11% | -$164K | 0.91% | 24 |
|
|
2014
Q1 | $1.49M | Buy |
18,542
+27
| +0.1% | +$2.16K | 1.06% | 23 |
|
|
2013
Q4 | $1.48M | Sell |
18,515
-751
| -4% | -$60K | 1.08% | 22 |
|
|
2013
Q3 | $1.55M | Sell |
19,266
-2,149
| -10% | -$173K | 1.2% | 23 |
|
|
2013
Q2 | $1.71M | Buy |
+21,415
| New | +$1.71M | 1.34% | 23 |
|