Westover Capital Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-4,244
| Closed | -$339K | – | 117 |
|
|
2017
Q2 | $339K | Sell |
4,244
-199
| -4% | -$15.9K | 0.22% | 81 |
|
|
2017
Q1 | $354K | Sell |
4,443
-396
| -8% | -$31.6K | 0.24% | 83 |
|
|
2016
Q4 | $384K | Sell |
4,839
-302
| -6% | -$24K | 0.27% | 78 |
|
|
2016
Q3 | $416K | Sell |
5,141
-126
| -2% | -$10.2K | 0.31% | 74 |
|
|
2016
Q2 | $427K | Sell |
5,267
-827
| -14% | -$67K | 0.35% | 66 |
|
|
2016
Q1 | $491K | Hold |
6,094
| – | – | 0.41% | 64 |
|
|
2015
Q4 | $485K | Sell |
6,094
-30
| -0.5% | -$2.39K | 0.4% | 62 |
|
|
2015
Q3 | $492K | Sell |
6,124
-850
| -12% | -$68.3K | 0.42% | 60 |
|
|
2015
Q2 | $559K | Sell |
6,974
-817
| -10% | -$65.5K | 0.44% | 59 |
|
|
2015
Q1 | $627K | Sell |
7,791
-250
| -3% | -$20.1K | 0.51% | 59 |
|
|
2014
Q4 | $643K | Sell |
8,041
-200
| -2% | -$16K | 0.55% | 56 |
|
|
2014
Q3 | $660K | Sell |
8,241
-160
| -2% | -$12.8K | 0.54% | 55 |
|
|
2014
Q2 | $675K | Sell |
8,401
-1,152
| -12% | -$92.6K | 0.57% | 53 |
|
|
2014
Q1 | $765K | Sell |
9,553
-33
| -0.3% | -$2.64K | 0.71% | 44 |
|
|
2013
Q4 | $766K | Sell |
9,586
-50
| -0.5% | -$4K | 0.73% | 43 |
|
|
2013
Q3 | $774K | Sell |
9,636
-160
| -2% | -$12.9K | 0.8% | 42 |
|
|
2013
Q2 | $784K | Buy |
+9,796
| New | +$784K | 0.77% | 45 |
|