Stifel Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $1.7M | Buy |
21,190
+799
| +4% | +$64K | 0.33% | 94 |
|
|
2014
Q2 | $1.64M | Buy |
20,391
+48
| +0.2% | +$3.86K | 0.31% | 93 |
|
|
2014
Q1 | $1.63M | Sell |
20,343
-3,312
| -14% | -$265K | 0.31% | 93 |
|
|
2013
Q4 | $1.89M | Buy |
23,655
+1,619
| +7% | +$129K | 0.36% | 86 |
|
|
2013
Q3 | $1.77M | Sell |
22,036
-1,611
| -7% | -$130K | 0.35% | 84 |
|
|
2013
Q2 | $1.89M | Buy |
+23,647
| New | +$1.89M | 0.39% | 85 |
|