SFPM
Sensible Financial Planning & Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-134
| Closed | -$11K | – | 31 |
|
2016
Q3 | $11K | Hold |
134
| – | – | 0.01% | 57 |
|
2016
Q2 | $11K | Buy |
+134
| New | +$11K | 0.01% | 60 |
|
2015
Q2 | – | Sell |
-5,895
| Closed | -$475K | – | 72 |
|
2015
Q1 | $475K | Sell |
5,895
-758
| -11% | -$61.1K | 0.43% | 24 |
|
2014
Q4 | $532K | Sell |
6,653
-2,038
| -23% | -$163K | 0.54% | 22 |
|
2014
Q3 | $696K | Buy |
+8,691
| New | +$696K | 0.61% | 17 |
|