YorkBridge Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-75
| Closed | -$6K | – | 230 |
|
|
2019
Q2 | $6K | Hold |
75
| – | – | ﹤0.01% | 637 |
|
|
2019
Q1 | $6K | Hold |
75
| – | – | ﹤0.01% | 640 |
|
|
2018
Q4 | $6K | Hold |
75
| – | – | ﹤0.01% | 612 |
|
|
2018
Q3 | $6K | Hold |
75
| – | – | ﹤0.01% | 641 |
|
|
2018
Q2 | $6K | Hold |
75
| – | – | ﹤0.01% | 672 |
|
|
2018
Q1 | $6K | Hold |
75
| – | – | ﹤0.01% | 665 |
|
|
2017
Q4 | $6K | Hold |
75
| – | – | ﹤0.01% | 682 |
|
|
2017
Q3 | $6K | Sell |
75
-335
| -82% | -$26.8K | ﹤0.01% | 688 |
|
|
2017
Q2 | $33K | Hold |
410
| – | – | 0.02% | 428 |
|
|
2017
Q1 | $33K | Hold |
410
| – | – | 0.02% | 421 |
|
|
2016
Q4 | $33K | Buy |
+410
| New | +$33K | 0.02% | 408 |
|