WFG 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
Q2 | $359K | Buy |
4,496
+1,127
| +33% | +$90K | 0.08% | 254 |
|
|
2017
Q1 | $269K | Buy |
3,369
+888
| +36% | +$70.9K | 0.07% | 272 |
|
|
2016
Q4 | $197K | Buy |
2,481
+1,449
| +140% | +$115K | 0.05% | 389 |
|
|
2016
Q3 | $83K | Buy |
1,032
+498
| +93% | +$40.1K | 0.02% | 572 |
|
|
2016
Q2 | $43K | Buy |
534
+468
| +709% | +$37.7K | 0.01% | 717 |
|
|
2016
Q1 | $5K | Sell |
66
-304
| -82% | -$23K | ﹤0.01% | 1182 |
|
|
2015
Q4 | $29K | Buy |
370
+304
| +461% | +$23.8K | 0.01% | 803 |
|
|
2015
Q3 | $5K | Sell |
66
-804
| -92% | -$60.9K | ﹤0.01% | 1244 |
|
|
2015
Q2 | $70K | Buy |
870
+232
| +36% | +$18.7K | 0.02% | 632 |
|
|
2015
Q1 | $51K | Sell |
638
-4,380
| -87% | -$350K | 0.01% | 723 |
|
|
2014
Q4 | $401K | Sell |
5,018
-9,041
| -64% | -$722K | 0.08% | 267 |
|
|
2014
Q3 | $1.13M | Buy |
14,059
+533
| +4% | +$42.7K | 0.21% | 105 |
|
|
2014
Q2 | $1.09M | Buy |
13,526
+555
| +4% | +$44.6K | 0.2% | 113 |
|
|
2014
Q1 | $1.04M | Sell |
12,971
-7,543
| -37% | -$604K | 0.21% | 113 |
|
|
2013
Q4 | $1.64M | Buy |
20,514
+5,011
| +32% | +$401K | 0.23% | 101 |
|
|
2013
Q3 | $1.25M | Buy |
15,503
+3,658
| +31% | +$294K | 0.19% | 133 |
|
|
2013
Q2 | $948K | Buy |
+11,845
| New | +$948K | 0.16% | 159 |
|