SIM
SSI Investment Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-104,642
| Closed | -$8.41M | – | 280 |
|
|
2015
Q3 | $8.41M | Hold |
104,642
| – | – | 0.91% | 26 |
|
|
2015
Q2 | $8.39M | Buy |
104,642
+71,805
| +219% | +$5.76M | 0.82% | 30 |
|
|
2015
Q1 | $2.65M | Buy |
32,837
+917
| +3% | +$73.9K | 0.25% | 132 |
|
|
2014
Q4 | $2.55M | Buy |
+31,920
| New | +$2.55M | 0.26% | 120 |
|