Peterson Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,741
| Closed | -$215K | – | 41 |
|
|
2018
Q4 | $215K | Sell |
2,741
-1,651
| -38% | -$130K | 0.17% | 40 |
|
|
2018
Q3 | $343K | Sell |
4,392
-475
| -10% | -$37.1K | 0.25% | 32 |
|
|
2018
Q2 | $381K | Sell |
4,867
-5,265
| -52% | -$412K | 0.31% | 29 |
|
|
2018
Q1 | $795K | Sell |
10,132
-22,335
| -69% | -$1.75M | 0.66% | 21 |
|
|
2017
Q4 | $2.57M | Buy |
+32,467
| New | +$2.57M | 2.32% | 9 |
|