SBSB
Sullivan, Bruyette, Speros & Blaney’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $171K | Sell |
2,076
-1,704
| -45% | -$140K | 0.01% | 333 |
|
|
2020
Q4 | $313K | Sell |
3,780
-970
| -20% | -$80.3K | 0.01% | 222 |
|
|
2020
Q3 | $394K | Buy |
4,750
+1,892
| +66% | +$157K | 0.02% | 167 |
|
|
2020
Q2 | $238K | Buy |
2,858
+962
| +51% | +$80.1K | 0.01% | 212 |
|
|
2020
Q1 | $156K | Hold |
1,896
| – | – | 0.01% | 237 |
|
|
2019
Q4 | $153K | Sell |
1,896
-802
| -30% | -$64.7K | 0.01% | 284 |
|
|
2019
Q3 | $218K | Sell |
2,698
-463
| -15% | -$37.4K | 0.01% | 219 |
|
|
2019
Q2 | $255K | Sell |
3,161
-220
| -7% | -$17.7K | 0.02% | 196 |
|
|
2019
Q1 | $269K | Buy |
3,381
+178
| +6% | +$14.2K | 0.02% | 177 |
|
|
2018
Q4 | $252K | Buy |
+3,203
| New | +$252K | 0.02% | 171 |
|