Vanguard Capital Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-6,238
Closed -$520K 136
2018
Q2
$520K Sell
6,238
-1,957
-24% -$163K 0.69% 55
2018
Q1
$685K Sell
8,195
-2,248
-22% -$188K 0.9% 35
2017
Q4
$876K Buy
+10,443
New +$876K 1.1% 30