Andrews Lucia Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $980K | Sell |
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|
2025
Q2 | $980K | Sell |
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|
2025
Q1 | $987K | Sell |
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|
2024
Q4 | $1.03M | Sell |
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|
2024
Q3 | $1.03M | Sell |
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|
2024
Q2 | $1.13M | Hold |
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|
2024
Q1 | $1.13M | Sell |
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|
2023
Q4 | $1.19M | Sell |
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|
2023
Q3 | $1.17M | Sell |
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|
2023
Q2 | $1.22M | Sell |
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|
2023
Q1 | $1.4M | Sell |
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|
2022
Q4 | $1.41M | Sell |
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|
2022
Q3 | $1.48M | Sell |
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|
2022
Q2 | $1.82M | Buy |
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|
2022
Q1 | $1.78M | Hold |
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|
2021
Q4 | $1.78M | Buy |
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