WFG
Windsor Financial Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $3.77M | Buy |
47,250
+7,359
| +18% | +$588K | 1.76% | 30 |
|
|
2017
Q1 | $3.18M | Sell |
39,891
-1,046
| -3% | -$83.4K | 1.46% | 33 |
|
|
2016
Q4 | $3.25M | Buy |
40,937
+511
| +1% | +$40.6K | 1.54% | 33 |
|
|
2016
Q3 | $3.27M | Buy |
40,426
+192
| +0.5% | +$15.5K | 1.53% | 34 |
|
|
2016
Q2 | $3.26M | Sell |
40,234
-761
| -2% | -$61.7K | 1.49% | 35 |
|
|
2016
Q1 | $3.31M | Buy |
40,995
+3,154
| +8% | +$254K | 1.51% | 36 |
|
|
2015
Q4 | $3.01M | Sell |
37,841
-6,148
| -14% | -$489K | 1.46% | 36 |
|
|
2015
Q3 | $3.54M | Sell |
43,989
-1,542
| -3% | -$124K | 1.7% | 34 |
|
|
2015
Q2 | $3.65M | Buy |
+45,531
| New | +$3.65M | 1.57% | 34 |
|