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Paracle Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | $1.2M | Buy |
14,561
+1,221
| +9% | +$100K | 0.22% | 47 |
|
2020
Q4 | $1.11M | Buy |
13,340
+547
| +4% | +$45.3K | 0.21% | 50 |
|
2020
Q3 | $1.06M | Buy |
12,793
+552
| +5% | +$45.8K | 0.23% | 44 |
|
2020
Q2 | $1.02M | Sell |
12,241
-2,204
| -15% | -$183K | 0.24% | 43 |
|
2020
Q1 | $1.19M | Buy |
+14,445
| New | +$1.19M | 0.32% | 39 |
|
2019
Q4 | – | Sell |
-4,329
| Closed | -$349K | – | 46 |
|
2019
Q3 | $349K | Buy |
4,329
+1,389
| +47% | +$112K | 0.08% | 53 |
|
2019
Q2 | $236K | Hold |
2,940
| – | – | 0.06% | 61 |
|
2019
Q1 | $234K | Buy |
+2,940
| New | +$234K | 0.06% | 61 |
|
2017
Q1 | – | Sell |
-7,466
| Closed | -$593K | – | 47 |
|
2016
Q4 | $593K | Buy |
+7,466
| New | +$593K | 0.24% | 32 |
|