VWM
Vector 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $896K | Buy |
+11,283
| New | +$896K | 0.63% | 23 |
|
|
2016
Q1 | – | Sell |
-2,805
| Closed | -$223K | – | 80 |
|
|
2015
Q4 | $223K | Sell |
2,805
-210
| -7% | -$16.7K | 0.17% | 70 |
|
|
2015
Q3 | $241K | Sell |
3,015
-15,381
| -84% | -$1.23M | 0.19% | 66 |
|
|
2015
Q2 | $1.48M | Sell |
18,396
-42,366
| -70% | -$3.4M | 1.16% | 13 |
|
|
2015
Q1 | $4.89M | Sell |
60,762
-183,794
| -75% | -$14.8M | 3.97% | 8 |
|
|
2014
Q4 | $19.6M | Sell |
244,556
-94,841
| -28% | -$7.58M | 14.71% | 1 |
|
|
2014
Q3 | $27.2M | Sell |
339,397
-4,723
| -1% | -$378K | 20.04% | 1 |
|
|
2014
Q2 | $27.6M | Sell |
344,120
-49,569
| -13% | -$3.98M | 20.31% | 1 |
|
|
2014
Q1 | $31.5M | Sell |
393,689
-286
| -0.1% | -$22.9K | 22.8% | 1 |
|
|
2013
Q4 | $31.5M | Buy |
393,975
+9,015
| +2% | +$721K | 22.24% | 1 |
|
|
2013
Q3 | $30.9M | Buy |
384,960
+4,945
| +1% | +$397K | 22.59% | 1 |
|
|
2013
Q2 | $30.4M | Buy |
+380,015
| New | +$30.4M | 22.29% | 1 |
|