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One Capital Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

One Capital Management’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-2,994
Closed -$249K – 161
2020
Q3 		$249K Buy
+2,994
New +$249K 0.03% 149
2020
Q2 		– Sell
-4,772
Closed -$392K – 181
2020
Q1 		$392K Buy
+4,772
New +$387K 0.07% 142
2014
Q4 		– Sell
-112
Closed -$9K – 183
2014
Q3 		$9K Buy
+112
New +$8.98K ﹤0.01% 441

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PCA
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WL
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MIM
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LPL Financial
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TAIM
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Osaic Holdings
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