UFA
US Financial 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 |
-33,773
| Closed | -$2.78M | – | 83 |
|
|
2021
Q1 | $2.78M | Buy |
33,773
+869
| +3% | +$71.4K | 0.77% | 30 |
|
|
2020
Q4 | $2.73M | Buy |
+32,904
| New | +$2.73M | 0.82% | 27 |
|
|
2016
Q2 | $979K | Hold |
12,146
| – | – | 1.97% | 19 |
|
|
2016
Q1 | $979K | Buy |
12,146
+366
| +3% | +$29.5K | 1.7% | 19 |
|
|
2015
Q4 | $937K | Buy |
11,780
+3,834
| +48% | +$305K | 0.89% | 20 |
|
|
2015
Q3 | $639K | Buy |
7,946
+7,448
| +1,496% | +$599K | 1.06% | 14 |
|
|
2015
Q2 | $40K | Buy |
+498
| New | +$40K | 0.04% | 121 |
|