Vigilant Capital Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,008
| Closed | -$28K | – | 374 |
|
|
2020
Q3 | $28K | Buy |
+1,008
| New | +$28K | ﹤0.01% | 257 |
|
|
2016
Q1 | – | Sell |
-400
| Closed | -$10K | – | 251 |
|
|
2015
Q4 | $10K | Hold |
400
| – | – | ﹤0.01% | 238 |
|
|
2015
Q3 | $10K | Hold |
400
| – | – | ﹤0.01% | 241 |
|
|
2015
Q2 | $10K | Hold |
400
| – | – | ﹤0.01% | 259 |
|
|
2015
Q1 | $11K | Hold |
400
| – | – | ﹤0.01% | 239 |
|
|
2014
Q4 | $10K | Sell |
400
-400
| -50% | -$10K | ﹤0.01% | 263 |
|
|
2014
Q3 | $21K | Buy |
800
+400
| +100% | +$10.5K | ﹤0.01% | 224 |
|
|
2014
Q2 | $10K | Buy |
+400
| New | +$10K | ﹤0.01% | 221 |
|