Sonora Investment Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $78K | Buy |
+950
| New | +$78K | 0.01% | 335 |
|
2020
Q2 | – | Sell |
-449
| Closed | -$37K | – | 1780 |
|
2020
Q1 | $37K | Hold |
449
| – | – | ﹤0.01% | 570 |
|
2019
Q4 | $36K | Buy |
+449
| New | +$36K | ﹤0.01% | 645 |
|
2019
Q3 | – | Sell |
-82
| Closed | -$7K | – | 1727 |
|
2019
Q2 | $7K | Buy |
+82
| New | +$7K | ﹤0.01% | 1296 |
|
2018
Q1 | – | Sell |
-348
| Closed | -$27.5K | – | 1188 |
|
2017
Q4 | $27.5K | Buy |
+348
| New | +$27.5K | ﹤0.01% | 507 |
|