PIA
Peachtree Investment Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $7.25M | Buy |
92,205
+10,480
| +13% | +$823K | 5.59% | 4 |
|
|
2018
Q3 | $6.38M | Sell |
81,725
-1,585
| -2% | -$124K | 4.35% | 7 |
|
|
2018
Q2 | $6.52M | Buy |
83,310
+2,275
| +3% | +$178K | 4.72% | 6 |
|
|
2018
Q1 | $6.36M | Buy |
81,035
+4,580
| +6% | +$359K | 4.77% | 6 |
|
|
2017
Q4 | $6.05M | Buy |
76,455
+7,690
| +11% | +$608K | 4.62% | 5 |
|
|
2017
Q3 | $5.49M | Buy |
68,765
+9,265
| +16% | +$740K | 4.72% | 5 |
|
|
2017
Q2 | $4.75M | Buy |
59,500
+26,880
| +82% | +$2.15M | 4.07% | 5 |
|
|
2017
Q1 | $2.6M | Buy |
32,620
+12,215
| +60% | +$974K | 2.38% | 10 |
|
|
2016
Q4 | $1.62M | Buy |
20,405
+1,485
| +8% | +$118K | 1.59% | 23 |
|
|
2016
Q3 | $1.53M | Buy |
18,920
+1,925
| +11% | +$156K | 1.5% | 24 |
|
|
2016
Q2 | $1.38M | Buy |
16,995
+5,950
| +54% | +$482K | 1.4% | 27 |
|
|
2016
Q1 | $891K | Buy |
11,045
+4,460
| +68% | +$360K | 0.89% | 39 |
|
|
2015
Q4 | $524K | Sell |
6,585
-5,195
| -44% | -$413K | 0.55% | 53 |
|
|
2015
Q3 | $947K | Buy |
+11,780
| New | +$947K | 0.98% | 34 |
|