PagnatoKarp Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-18,082
| Closed | -$1.49M | – | 23 |
|
|
2020
Q1 | $1.49M | Sell |
18,082
-20,599
| -53% | -$1.69M | 0.37% | 44 |
|
|
2019
Q4 | $3.12M | Sell |
38,681
-4,096
| -10% | -$330K | 0.54% | 33 |
|
|
2019
Q3 | $3.46M | Buy |
42,777
+502
| +1% | +$40.6K | 0.69% | 29 |
|
|
2019
Q2 | $3.4M | Buy |
42,275
+985
| +2% | +$79.3K | 0.73% | 27 |
|
|
2019
Q1 | $3.29M | Sell |
41,290
-233
| -0.6% | -$18.5K | 0.74% | 26 |
|
|
2018
Q4 | $3.26M | Buy |
41,523
+5,733
| +16% | +$450K | 0.69% | 32 |
|
|
2018
Q3 | $2.79M | Sell |
35,790
-143
| -0.4% | -$11.2K | 0.82% | 23 |
|
|
2018
Q2 | $2.81M | Buy |
35,933
+1,708
| +5% | +$134K | 0.89% | 24 |
|
|
2018
Q1 | $2.68M | Sell |
34,225
-5,843
| -15% | -$458K | 1.13% | 21 |
|
|
2017
Q4 | $3.17M | Sell |
40,068
-4,120
| -9% | -$326K | 0.92% | 21 |
|
|
2017
Q3 | $3.53M | Sell |
44,188
-10,823
| -20% | -$864K | 0.89% | 16 |
|
|
2017
Q2 | $4.39M | Sell |
55,011
-3,799
| -6% | -$303K | 1.32% | 16 |
|
|
2017
Q1 | $4.69M | Sell |
58,810
-19,872
| -25% | -$1.58M | 1.35% | 17 |
|
|
2016
Q4 | $6.25M | Buy |
+78,682
| New | +$6.25M | 1.87% | 16 |
|