Personal Wealth 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
Q1 | – | Sell |
-1,992
| Closed | -$161K | – | 133 |
|
|
2019
Q4 | $161K | Hold |
1,992
| – | – | 0.07% | 79 |
|
|
2019
Q3 | $161K | Hold |
1,992
| – | – | 0.07% | 75 |
|
|
2019
Q2 | $160K | Sell |
1,992
-1,648
| -45% | -$132K | 0.08% | 68 |
|
|
2019
Q1 | $290K | Sell |
3,640
-214
| -6% | -$17K | 0.15% | 49 |
|
|
2018
Q4 | $301K | Buy |
+3,854
| New | +$301K | 0.19% | 30 |
|