Arete Wealth Advisors’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
Q2 | $840K | Buy |
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|
2025
Q1 | $682K | Buy |
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|
2024
Q4 | $615K | Buy |
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|
2024
Q3 | $577K | Sell |
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|
2024
Q2 | $779K | Sell |
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|
2024
Q1 | $805K | Sell |
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|
2023
Q4 | $817K | Buy |
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|
2023
Q3 | $492K | Sell |
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|
2023
Q2 | $820K | Buy |
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|
2023
Q1 | $566K | Buy |
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|
2022
Q4 | $505M | Buy |
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|
2022
Q3 | $495K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $213K | Sell |
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|
2019
Q1 | $256K | Sell |
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|
2018
Q4 | $288K | Sell |
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|
2018
Q3 | $333K | Sell |
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|
2018
Q2 | $356K | Sell |
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|
2018
Q1 | $398K | Sell |
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|
2017
Q4 | $460K | Buy |
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|
2017
Q3 | $353K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $944K | Buy |
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|
2016
Q3 | $901K | Buy |
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|
2016
Q2 | $859K | Buy |
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|
2016
Q1 | $558K | Hold |
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|
2015
Q4 | $551K | Buy |
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|
2015
Q3 | $556K | Hold |
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|
2015
Q2 | $555K | Buy |
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|
2015
Q1 | $549K | Buy |
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|
2014
Q4 | $544K | Buy |
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|
2014
Q3 | $535K | Buy |
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|
2014
Q2 | $527K | Hold |
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|
2014
Q1 | $526K | Buy |
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|
2013
Q4 | $492K | Buy |
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