MWP
MYCIO Wealth Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-16,780
| Closed | -$1.31M | – | 49 |
|
|
2025
Q1 | $1.31M | Buy |
+16,780
| New | +$1.31M | 0.31% | 23 |
|
|
2020
Q1 | – | Sell |
-12,716
| Closed | -$1.03M | – | 74 |
|
|
2019
Q4 | $1.03M | Hold |
12,716
| – | – | 0.07% | 127 |
|
|
2019
Q3 | $1.03M | Buy |
12,716
+606
| +5% | +$48.9K | 0.08% | 113 |
|
|
2019
Q2 | $975K | Buy |
12,110
+350
| +3% | +$28.2K | 0.08% | 110 |
|
|
2019
Q1 | $936K | Buy |
11,760
+700
| +6% | +$55.7K | 0.08% | 109 |
|
|
2018
Q4 | $869K | Buy |
11,060
+850
| +8% | +$66.8K | 0.08% | 114 |
|
|
2018
Q3 | $797K | Buy |
10,210
+658
| +7% | +$51.4K | 0.08% | 113 |
|
|
2018
Q2 | $747K | Sell |
9,552
-1,379
| -13% | -$108K | 0.08% | 117 |
|
|
2018
Q1 | $857K | Buy |
10,931
+10
| +0.1% | +$784 | 0.1% | 89 |
|
|
2017
Q4 | $864K | Sell |
10,921
-1,111
| -9% | -$87.9K | 0.09% | 90 |
|
|
2017
Q3 | $960K | Sell |
12,032
-2,115
| -15% | -$169K | 0.11% | 82 |
|
|
2017
Q2 | $1.13M | Buy |
14,147
+2,401
| +20% | +$192K | 0.13% | 70 |
|
|
2017
Q1 | $936K | Sell |
11,746
-2,570
| -18% | -$205K | 0.11% | 83 |
|
|
2016
Q4 | $1.14M | Buy |
14,316
+807
| +6% | +$64.1K | 0.15% | 64 |
|
|
2016
Q3 | $1.09M | Buy |
13,509
+531
| +4% | +$42.9K | 0.18% | 52 |
|
|
2016
Q2 | $1.05M | Buy |
12,978
+3,451
| +36% | +$280K | 0.18% | 54 |
|
|
2016
Q1 | $768K | Buy |
9,527
+3,839
| +67% | +$309K | 0.14% | 70 |
|
|
2015
Q4 | $453K | Buy |
5,688
+20
| +0.4% | +$1.59K | 0.08% | 96 |
|
|
2015
Q3 | $456K | Buy |
5,668
+12
| +0.2% | +$965 | 0.09% | 85 |
|
|
2015
Q2 | $454K | Buy |
5,656
+13
| +0.2% | +$1.04K | 0.09% | 90 |
|
|
2015
Q1 | $454K | Buy |
5,643
+8
| +0.1% | +$644 | 0.09% | 88 |
|
|
2014
Q4 | $451K | Buy |
5,635
+20
| +0.4% | +$1.6K | 0.1% | 88 |
|
|
2014
Q3 | $450K | Buy |
5,615
+11
| +0.2% | +$882 | 0.11% | 80 |
|
|
2014
Q2 | $450K | Buy |
5,604
+12
| +0.2% | +$964 | 0.1% | 80 |
|
|
2014
Q1 | $448K | Sell |
5,592
-1,796
| -24% | -$144K | 0.11% | 79 |
|
|
2013
Q4 | $590K | Buy |
7,388
+2,446
| +49% | +$195K | 0.15% | 69 |
|
|
2013
Q3 | $397K | Buy |
4,942
+9
| +0.2% | +$723 | 0.11% | 86 |
|
|
2013
Q2 | $395K | Buy |
+4,933
| New | +$395K | 0.11% | 83 |
|