SAS
Sage Advisory Services’s Vanguard Long-Term Bond ETF BLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-17,881
| Closed | -$2M | – | 52 |
|
|
2020
Q2 | $2M | Sell |
17,881
-328
| -2% | -$36.6K | 0.63% | 30 |
|
|
2020
Q1 | $1.94M | Sell |
18,209
-10,387
| -36% | -$1.1M | 0.75% | 29 |
|
|
2019
Q4 | $2.87M | Buy |
28,596
+11,088
| +63% | +$1.11M | 0.91% | 26 |
|
|
2019
Q3 | $1.8M | Buy |
17,508
+788
| +5% | +$80.9K | 0.59% | 28 |
|
|
2019
Q2 | $1.62M | Sell |
16,720
-846
| -5% | -$82.1K | 0.48% | 29 |
|
|
2019
Q1 | $1.62M | Buy |
17,566
+14,618
| +496% | +$1.35M | 0.16% | 34 |
|
|
2018
Q4 | $258K | Buy |
+2,948
| New | +$258K | 0.03% | 53 |
|
|
2018
Q2 | – | Sell |
-5,017
| Closed | -$456K | – | 51 |
|
|
2018
Q1 | $456K | Buy |
5,017
+2,118
| +73% | +$193K | 0.05% | 43 |
|
|
2017
Q4 | $276K | Sell |
2,899
-3,195
| -52% | -$304K | 0.03% | 40 |
|
|
2017
Q3 | $571K | Buy |
+6,094
| New | +$571K | 0.06% | 31 |
|