WA
WP Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-1,278
| Closed | -$1.02K | – | 78 |
|
2019
Q1 | $1.02K | Buy |
+1,278
| New | +$1.02K | 0.11% | 88 |
|
2018
Q4 | – | Sell |
-1,264
| Closed | -$99K | – | 90 |
|
2018
Q3 | $99K | Buy |
1,264
+6
| +0.5% | +$470 | 0.09% | 90 |
|
2018
Q2 | $98K | Buy |
+1,258
| New | +$98K | 0.09% | 88 |
|
2018
Q1 | – | Sell |
-4,830
| Closed | -$382K | – | 56 |
|
2017
Q4 | $382K | Sell |
4,830
-2,872
| -37% | -$227K | 0.37% | 36 |
|
2017
Q3 | $615K | Sell |
7,702
-2,011
| -21% | -$161K | 0.46% | 34 |
|
2017
Q2 | $776K | Sell |
9,713
-8,581
| -47% | -$686K | 0.56% | 33 |
|
2017
Q1 | $1.46M | Sell |
18,294
-749
| -4% | -$59.7K | 0.92% | 29 |
|
2016
Q4 | $1.51M | Buy |
+19,043
| New | +$1.51M | 1.06% | 27 |
|