PA
Perennial 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
Q3 | – | Sell |
-569
| Closed | -$47K | – | 108 |
|
|
2021
Q2 | $47K | Hold |
569
| – | – | 0.01% | 153 |
|
|
2021
Q1 | $47K | Buy |
+569
| New | +$47K | 0.01% | 152 |
|
|
2017
Q2 | – | Sell |
-205
| Closed | -$16K | – | 201 |
|
|
2017
Q1 | $16K | Sell |
205
-260
| -56% | -$20.3K | 0.01% | 133 |
|
|
2016
Q4 | $37K | Buy |
+465
| New | +$37K | 0.03% | 100 |
|