SAM
Secure Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,832
| Closed | -$233K | – | 183 |
|
|
2021
Q2 | $233K | Sell |
2,832
-3,594
| -56% | -$296K | 0.12% | 161 |
|
|
2021
Q1 | $528K | Sell |
6,426
-8,219
| -56% | -$675K | 0.29% | 72 |
|
|
2020
Q4 | $1.21M | Sell |
14,645
-1,709
| -10% | -$142K | 0.72% | 31 |
|
|
2020
Q3 | $1.36M | Buy |
16,354
+9,188
| +128% | +$763K | 0.93% | 23 |
|
|
2020
Q2 | $596K | Sell |
7,166
-4,436
| -38% | -$369K | 0.42% | 65 |
|
|
2020
Q1 | $953K | Buy |
11,602
+196
| +2% | +$16.1K | 1.03% | 24 |
|
|
2019
Q4 | $919K | Buy |
+11,406
| New | +$919K | 0.65% | 39 |
|