David Katz - Matrix Asset Advisors
Holding/activity history for Vanguard Short-Term Bond Index Fund ETF Shares (BSV)
← All BSV superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2021 Q2 | 0 | 0.00 | Sell 100.00% | 0.04 | $81.99–82.44 · VW $82.26i | SEC | |
| 2021 Q1 | 3,217 | 0.04 | Add 1.10% | <0.01 | $82.08–82.90 · VW $82.50i | $264,000 | SEC |
| 2020 Q4 | 3,182 | 0.04 | Add 5.40% | <0.01 | $82.66–83.00 · VW $82.86i | $264,000 | SEC |
| 2020 Q3 | 3,019 | 0.05 | Add 1.92% | <0.01 | $82.95–83.30 · VW $83.12i | $251,000 | SEC |
| 2020 Q2 | 2,962 | 0.05 | Reduce 14.32% | <0.01 | $81.76–83.16 · VW $82.74i | $246,000 | SEC |
| 2020 Q1 | 3,457 | 0.06 | Reduce 5.86% | <0.01 | $78.10–82.80 · VW $81.14i | $284,000 | SEC |
| 2019 Q4 | 3,672 | 0.05 | Add 22.07% | <0.01 | $80.37–81.15 · VW $80.73i | $296,000 | SEC |
| 2019 Q3 | 3,008 | 0.04 | Buy | 0.04 | $80.17–81.19 · VW $80.69i | $243,000 | SEC |
Price snapshot:
Current price$77.47
52-week low$75.06
52-week high$78.07