Strategic Wealth Partners Group’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
Q4 | – | Sell |
-4,367
| Closed | -$358K | – | 67 |
|
|
2021
Q3 | $358K | Buy |
+4,367
| New | +$358K | 0.07% | 48 |
|
|
2021
Q1 | $367K | Buy |
+4,469
| New | +$367K | 0.07% | 48 |
|
|
2018
Q3 | – | Sell |
-2,200
| Closed | -$172 | – | 31 |
|
|
2018
Q2 | $172 | Sell |
2,200
-4,293
| -66% | -$336 | ﹤0.01% | 50 |
|
|
2018
Q1 | $509 | Sell |
6,493
-64
| -1% | -$5 | 0.04% | 48 |
|
|
2017
Q4 | $519K | Sell |
6,557
-2,964
| -31% | -$235K | 0.23% | 23 |
|
|
2017
Q3 | $760K | Buy |
9,521
+1,615
| +20% | +$129K | 0.34% | 22 |
|
|
2017
Q2 | $631K | Sell |
7,906
-67
| -0.8% | -$5.35K | 0.31% | 19 |
|
|
2017
Q1 | $636K | Sell |
7,973
-212
| -3% | -$16.9K | 0.32% | 19 |
|
|
2016
Q4 | $650K | Buy |
8,185
+6
| +0.1% | +$476 | 0.31% | 21 |
|
|
2016
Q3 | $661K | Buy |
8,179
+5
| +0.1% | +$404 | 0.35% | 16 |
|
|
2016
Q2 | $662K | Buy |
+8,174
| New | +$662K | 0.38% | 14 |
|