SIG
Stanford Investment Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-75,734
| Closed | -$6.02M | – | 44 |
|
|
2016
Q4 | $6.02M | Buy |
75,734
+13,397
| +21% | +$1.06M | 2.93% | 9 |
|
|
2016
Q3 | $5.04M | Buy |
62,337
+6,785
| +12% | +$548K | 2.37% | 11 |
|
|
2016
Q2 | $4.5M | Sell |
55,552
-31,711
| -36% | -$2.57M | 2.3% | 11 |
|
|
2016
Q1 | $7.04M | Sell |
87,263
-61,968
| -42% | -$5M | 3.96% | 7 |
|
|
2015
Q4 | $11.9M | Buy |
149,231
+108,072
| +263% | +$8.6M | 6.47% | 4 |
|
|
2015
Q3 | $3.31M | Buy |
41,159
+27,675
| +205% | +$2.22M | 2.43% | 10 |
|
|
2015
Q2 | $1.08M | Sell |
13,484
-15,177
| -53% | -$1.22M | 0.81% | 15 |
|
|
2015
Q1 | $2.31M | Sell |
28,661
-57,288
| -67% | -$4.61M | 1.84% | 10 |
|
|
2014
Q4 | $6.87M | Buy |
+85,949
| New | +$6.87M | 5.76% | 4 |
|