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Sequoia Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Sequoia Wealth Management’s Portfolio BSV Stock Details BSV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-3,405
Closed -$275K – 22
2019
Q3 		$275K Buy
3,405
+229
+7% +$18.5K 0.56% 46
2019
Q2 		$255K Sell
3,176
-480
-13% -$38.5K 0.24% 45
2019
Q1 		$291K Buy
+3,656
New +$291K 0.24% 58