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Transform Wealth’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Transform Wealth’s Portfolio BSV Stock Details BSV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-11,243
Closed -$893K – 215
2016
Q4 		$893K Buy
11,243
+307
+3% +$24.4K 0.35% 96
2016
Q3 		$884K Sell
10,936
-400
-4% -$32.3K 0.38% 87
2016
Q2 		$919K Buy
+11,336
New +$919K 0.39% 87