One Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-927
| Closed | -$74K | – | 169 |
|
|
2019
Q1 | $74K | Buy |
+927
| New | +$74K | 0.06% | 205 |
|
|
2018
Q4 | – | Sell |
-927
| Closed | -$72K | – | 154 |
|
|
2018
Q3 | $72K | Hold |
927
| – | – | 0.06% | 232 |
|
|
2018
Q2 | $73K | Hold |
927
| – | – | 0.06% | 223 |
|
|
2018
Q1 | $73K | Buy |
927
+522
| +129% | +$41.1K | 0.06% | 212 |
|
|
2017
Q4 | $32K | Buy |
+405
| New | +$32K | 0.03% | 300 |
|