SAM
Summit Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-2,505
| Closed | -$201K | – | 89 |
|
|
2014
Q3 | $201K | Hold |
2,505
| – | – | 0.15% | 82 |
|
|
2014
Q2 | $201K | Hold |
2,505
| – | – | 0.15% | 81 |
|
|
2014
Q1 | $201K | Hold |
2,505
| – | – | 0.16% | 80 |
|
|
2013
Q4 | $200K | Hold |
2,505
| – | – | 0.16% | 84 |
|
|
2013
Q3 | $201K | Hold |
2,505
| – | – | 0.18% | 79 |
|
|
2013
Q2 | $201K | Buy |
+2,505
| New | +$201K | 0.19% | 76 |
|