Schneider Downs Wealth Management Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
2021
Q1
$271K Hold
2020
Q4
$273K Sell
2020
Q3
$285K Hold
2020
Q2
$285K Hold
2020
Q1
$282K Sell
2019
Q4
$299K Hold
2019
Q3
$300K Sell
2019
Q2
$392K Sell
2019
Q1
$415K Sell
2018
Q4
$511K Sell
2018
Q3
$615K Sell
2018
Q2
$816K Sell
2018
Q1
$1.3M Sell
2017
Q4
$1.47M Sell
2017
Q3
$1.52M Sell
2017
Q2
$1.67M Sell
2017
Q1
$1.67M Sell
2016
Q4
$1.74M Sell
2016
Q3
$2.1M Sell
2016
Q2
$2.12M Sell
2016
Q1
$2.13M Sell
2015
Q4
$2.16M Buy