TA
Tiedemann Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,383
| Closed | -$279K | – | 362 |
|
|
2021
Q1 | $279K | Hold |
3,383
| – | – | 0.01% | 271 |
|
|
2020
Q4 | $280K | Hold |
3,383
| – | – | 0.01% | 266 |
|
|
2020
Q3 | $281K | Sell |
3,383
-276
| -8% | -$22.9K | 0.01% | 269 |
|
|
2020
Q2 | $304K | Sell |
3,659
-242
| -6% | -$20.1K | 0.02% | 246 |
|
|
2020
Q1 | $321K | Buy |
3,901
+941
| +32% | +$77.4K | 0.02% | 232 |
|
|
2019
Q4 | $239K | Sell |
2,960
-1,923
| -39% | -$155K | 0.01% | 269 |
|
|
2019
Q3 | $395K | Sell |
4,883
-459
| -9% | -$37.1K | 0.02% | 235 |
|
|
2019
Q2 | $431K | Sell |
5,342
-290
| -5% | -$23.4K | 0.02% | 212 |
|
|
2019
Q1 | $448K | Sell |
5,632
-126
| -2% | -$10K | 0.02% | 316 |
|
|
2018
Q4 | $453K | Sell |
5,758
-210
| -4% | -$16.5K | 0.02% | 300 |
|
|
2018
Q3 | $465K | Buy |
5,968
+1,388
| +30% | +$108K | 0.03% | 236 |
|
|
2018
Q2 | $358K | Buy |
+4,580
| New | +$358K | 0.02% | 242 |
|