STA
Summit Trail Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-6,139
| Closed | -$496K | – | 78 |
|
|
2019
Q3 | $496K | Hold |
6,139
| – | – | 0.18% | 45 |
|
|
2019
Q2 | $494K | Sell |
6,139
-2,521
| -29% | -$203K | 0.22% | 39 |
|
|
2019
Q1 | $689K | Buy |
+8,660
| New | +$689K | 0.3% | 36 |
|
|
2018
Q2 | – | Sell |
-23,656
| Closed | -$1.42M | – | 512 |
|
|
2018
Q1 | $1.42M | Buy |
23,656
+5,439
| +30% | +$327K | 0.24% | 93 |
|
|
2017
Q4 | $1.44M | Buy |
+18,217
| New | +$1.44M | 0.18% | 111 |
|