PWAG
Polaris Wealth Advisory Group’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 | – | Sell |
-704
| Closed | -$55K | – | 181 |
|
|
2018
Q3 | $55K | Buy |
704
+79
| +13% | +$6.17K | ﹤0.01% | 240 |
|
|
2018
Q2 | $49K | Hold |
625
| – | – | ﹤0.01% | 131 |
|
|
2018
Q1 | $49K | Buy |
+625
| New | +$49K | ﹤0.01% | 219 |
|
|
2014
Q2 | – | Sell |
-1,361
| Closed | -$109K | – | 82 |
|
|
2014
Q1 | $109K | Sell |
1,361
-84
| -6% | -$6.73K | 0.03% | 84 |
|
|
2013
Q4 | $115K | Hold |
1,445
| – | – | 0.03% | 86 |
|
|
2013
Q3 | $116K | Buy |
1,445
+460
| +47% | +$37K | 0.04% | 72 |
|
|
2013
Q2 | $78.9K | Buy |
+985
| New | +$78.9K | 0.03% | 73 |
|