WGCA
Wolf Group Capital Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-3,170
| Closed | -$253K | – | 93 |
|
|
2014
Q4 | $253K | Sell |
3,170
-1,615
| -34% | -$129K | 0.18% | 92 |
|
|
2014
Q3 | $383K | Sell |
4,785
-90
| -2% | -$7.2K | 0.29% | 83 |
|
|
2014
Q2 | $392K | Buy |
4,875
+185
| +4% | +$14.9K | 0.29% | 84 |
|
|
2014
Q1 | $376K | Buy |
4,690
+725
| +18% | +$58.1K | 0.29% | 84 |
|
|
2013
Q4 | $317K | Buy |
+3,965
| New | +$317K | 0.25% | 90 |
|