WMS Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $245K | Sell |
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|
2021
Q2 | $762K | Sell |
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|
2021
Q1 | $912K | Buy |
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|
2020
Q4 | $704K | Buy |
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|
2020
Q3 | $705K | Sell |
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|
2020
Q2 | $741K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $266K | Hold |
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|
2018
Q2 | $267K | Sell |
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|
2018
Q1 | $311K | Buy |
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|
2017
Q4 | $270K | Sell |
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|
2017
Q3 | $288K | Sell |
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|
2017
Q2 | $387K | Buy |
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|
2017
Q1 | $386K | Buy |
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|
2016
Q4 | $286K | Sell |
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|
2016
Q3 | $292K | Buy |
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|
2016
Q2 | $292K | Buy |
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|
2016
Q1 | $290K | Buy |
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|
2015
Q4 | $286K | Sell |
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|
2015
Q3 | $290K | Buy |
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|
2015
Q2 | $246K | Sell |
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|
2015
Q1 | $415K | Buy |
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|
2014
Q4 | $254K | Sell |
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|
2014
Q3 | $255K | Buy |
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|
2014
Q2 | $254K | Sell |
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|
2014
Q1 | $259K | Hold |
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|
2013
Q4 | $258K | Sell |
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|
2013
Q3 | $880K | Sell |
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|
2013
Q2 | $1.11M | Buy |
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