SWM
SVA Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-29,020
| Closed | -$2.32M | – | 213 |
|
|
2018
Q1 | $2.32M | Buy |
29,020
+7,600
| +35% | +$607K | 0.29% | 82 |
|
|
2017
Q4 | $1.69M | Sell |
21,420
-7,600
| -26% | -$601K | 0.2% | 101 |
|
|
2017
Q3 | $2.32M | Sell |
29,020
-2,988
| -9% | -$239K | 0.29% | 82 |
|
|
2017
Q2 | $2.56M | Sell |
32,008
-553
| -2% | -$44.2K | 0.33% | 77 |
|
|
2017
Q1 | $2.6M | Buy |
32,561
+2,460
| +8% | +$196K | 0.35% | 76 |
|
|
2016
Q4 | $2.39M | Sell |
30,101
-3,022
| -9% | -$240K | 0.36% | 78 |
|
|
2016
Q3 | $2.68M | Buy |
33,123
+1,988
| +6% | +$161K | 0.42% | 73 |
|
|
2016
Q2 | $2.52M | Buy |
31,135
+204
| +0.7% | +$16.5K | 0.41% | 73 |
|
|
2016
Q1 | $2.49M | Sell |
30,931
-14,389
| -32% | -$1.16M | 0.41% | 70 |
|
|
2015
Q4 | $3.61M | Sell |
45,320
-1,357
| -3% | -$108K | 0.62% | 55 |
|
|
2015
Q3 | $3.75M | Hold |
46,677
| – | – | 0.7% | 49 |
|
|
2015
Q2 | $3.74M | Sell |
46,677
-2,872
| -6% | -$230K | 0.69% | 53 |
|
|
2015
Q1 | $3.99M | Sell |
49,549
-70,018
| -59% | -$5.64M | 0.73% | 48 |
|
|
2014
Q4 | $9.56M | Buy |
119,567
+14,525
| +14% | +$1.16M | 3.47% | 3 |
|
|
2014
Q3 | $8.41M | Buy |
105,042
+3,212
| +3% | +$257K | 3.58% | 3 |
|
|
2014
Q2 | $8.18M | Buy |
101,830
+9,022
| +10% | +$725K | 3.5% | 4 |
|
|
2014
Q1 | $7.43M | Buy |
92,808
+4,253
| +5% | +$341K | 3.51% | 5 |
|
|
2013
Q4 | $7.08M | Buy |
+88,555
| New | +$7.08M | 4.22% | 5 |
|