PCA
Personal Capital Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $990M | Sell |
13,148,563
-592,640
| -4% | -$44.6M | 4.81% | 3 |
|
2022
Q3 | $1.03B | Buy |
13,741,203
+292,796
| +2% | +$21.9M | 5.56% | 3 |
|
2022
Q2 | $1.03B | Buy |
13,448,407
+246,504
| +2% | +$18.9M | 5.41% | 2 |
|
2022
Q1 | $1.03B | Buy |
13,201,903
+551,573
| +4% | +$43M | 4.81% | 3 |
|
2021
Q4 | $1.02B | Buy |
12,650,330
+495,444
| +4% | +$40.1M | 4.72% | 3 |
|
2021
Q3 | $996M | Buy |
12,154,886
+977,262
| +9% | +$80.1M | 5% | 3 |
|
2021
Q2 | $918M | Buy |
11,177,624
+1,172,440
| +12% | +$96.3M | 4.77% | 4 |
|
2021
Q1 | $822M | Buy |
10,005,184
+1,163,815
| +13% | +$95.7M | 4.77% | 4 |
|
2020
Q4 | $733M | Buy |
8,841,369
+760,105
| +9% | +$63M | 4.68% | 4 |
|
2020
Q3 | $671M | Buy |
8,081,264
+884,788
| +12% | +$73.5M | 5.06% | 4 |
|
2020
Q2 | $598M | Sell |
7,196,476
-113,502
| -2% | -$9.43M | 4.94% | 4 |
|
2020
Q1 | $603M | Buy |
7,309,978
+394,972
| +6% | +$32.6M | 5.95% | 2 |
|
2019
Q4 | $557M | Buy |
6,915,006
+703,671
| +11% | +$56.7M | 4.69% | 4 |
|
2019
Q3 | $502M | Buy |
6,211,335
+499,672
| +9% | +$40.4M | 4.79% | 4 |
|
2019
Q2 | $460M | Buy |
5,711,663
+564,301
| +11% | +$45.4M | 4.67% | 4 |
|
2019
Q1 | $410M | Buy |
5,147,362
+429,236
| +9% | +$34.2M | 4.6% | 4 |
|
2018
Q4 | $371M | Buy |
4,718,126
+292,872
| +7% | +$23M | 4.96% | 3 |
|
2018
Q3 | $345M | Buy |
4,425,254
+359,291
| +9% | +$28M | 4.43% | 4 |
|
2018
Q2 | $318M | Buy |
4,065,963
+380,860
| +10% | +$29.8M | 4.48% | 4 |
|
2018
Q1 | $289M | Buy |
3,685,103
+495,879
| +16% | +$38.9M | 4.5% | 4 |
|
2017
Q4 | $252M | Buy |
3,189,224
+456,691
| +17% | +$36.1M | 4.3% | 4 |
|
2017
Q3 | $218M | Buy |
2,732,533
+315,249
| +13% | +$25.2M | 4.25% | 3 |
|
2017
Q2 | $193M | Buy |
2,417,284
+370,574
| +18% | +$29.6M | 4.23% | 3 |
|
2017
Q1 | $163M | Buy |
2,046,710
+414,054
| +25% | +$33M | 4.11% | 3 |
|
2016
Q4 | $130M | Buy |
1,632,656
+224,608
| +16% | +$17.8M | 3.86% | 4 |
|
2016
Q3 | $114M | Buy |
1,408,048
+189,850
| +16% | +$15.3M | 3.83% | 4 |
|
2016
Q2 | $98.7M | Buy |
1,218,198
+191,397
| +19% | +$15.5M | 3.8% | 4 |
|
2016
Q1 | $82.8M | Buy |
1,026,801
+130,897
| +15% | +$10.6M | 3.81% | 4 |
|
2015
Q4 | $71.3M | Buy |
895,904
+118,127
| +15% | +$9.4M | 3.9% | 4 |
|
2015
Q3 | $62.5M | Buy |
777,777
+76,010
| +11% | +$6.11M | 4.11% | 4 |
|
2015
Q2 | $56.3M | Buy |
701,767
+156,204
| +29% | +$12.5M | 3.9% | 4 |
|
2015
Q1 | $44.3M | Buy |
545,563
+161,222
| +42% | +$13.1M | 3.58% | 4 |
|
2014
Q4 | $30.7M | Buy |
384,341
+87,881
| +30% | +$7.03M | 3.14% | 4 |
|
2014
Q3 | $23.7M | Buy |
296,460
+79,981
| +37% | +$6.4M | 3.05% | 5 |
|
2014
Q2 | $17.4M | Buy |
216,479
+55,198
| +34% | +$4.43M | 2.88% | 5 |
|
2014
Q1 | $12.9M | Buy |
161,281
+43,878
| +37% | +$3.51M | 2.91% | 5 |
|
2013
Q4 | $9.38M | Buy |
+117,403
| New | +$9.38M | 2.97% | 5 |
|