Winch Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-27
| Closed | -$2K | – | 409 |
|
|
2022
Q3 | $2K | Hold |
27
| – | – | ﹤0.01% | 319 |
|
|
2022
Q2 | $2K | Hold |
27
| – | – | ﹤0.01% | 340 |
|
|
2022
Q1 | $2K | Hold |
27
| – | – | ﹤0.01% | 370 |
|
|
2021
Q4 | $2K | Hold |
27
| – | – | ﹤0.01% | 390 |
|
|
2021
Q3 | $2K | Hold |
27
| – | – | ﹤0.01% | 400 |
|
|
2021
Q2 | $2K | Hold |
27
| – | – | ﹤0.01% | 411 |
|
|
2021
Q1 | $2K | Hold |
27
| – | – | ﹤0.01% | 377 |
|
|
2020
Q4 | $2K | Hold |
27
| – | – | ﹤0.01% | 360 |
|
|
2020
Q3 | $2K | Hold |
27
| – | – | ﹤0.01% | 322 |
|
|
2020
Q2 | $2K | Buy |
27
+1
| +4% | +$74 | ﹤0.01% | 319 |
|
|
2020
Q1 | $2K | Hold |
26
| – | – | ﹤0.01% | 273 |
|
|
2019
Q4 | $2K | Hold |
26
| – | – | ﹤0.01% | 314 |
|
|
2019
Q3 | $2K | Hold |
26
| – | – | ﹤0.01% | 288 |
|
|
2019
Q2 | $2K | Hold |
26
| – | – | ﹤0.01% | 344 |
|
|
2019
Q1 | $2K | Hold |
26
| – | – | ﹤0.01% | 313 |
|
|
2018
Q4 | $2K | Hold |
26
| – | – | ﹤0.01% | 286 |
|
|
2018
Q3 | $2K | Buy |
26
+1
| +4% | +$77 | ﹤0.01% | 273 |
|
|
2018
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 277 |
|
|
2018
Q1 | $2K | Sell |
25
-45,657
| -100% | -$3.65M | ﹤0.01% | 262 |
|
|
2017
Q4 | $3.61M | Sell |
45,682
-4,576
| -9% | -$362K | 2.17% | 20 |
|
|
2017
Q3 | $4.01M | Buy |
50,258
+50,096
| +30,923% | +$4M | 2.61% | 17 |
|
|
2017
Q2 | $13K | Sell |
162
-134
| -45% | -$10.8K | 0.01% | 173 |
|
|
2017
Q1 | $24K | Sell |
296
-10,160
| -97% | -$824K | 0.02% | 136 |
|
|
2016
Q4 | $831K | Buy |
+10,456
| New | +$831K | 0.57% | 41 |
|
|
2015
Q2 | – | Sell |
-164
| Closed | -$13K | – | 290 |
|
|
2015
Q1 | $13K | Buy |
+164
| New | +$13K | 0.01% | 128 |
|