Avantax Planning Partners’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
2023
Q3
Sell
2023
Q2
$341K Sell
2023
Q1
$2.7M Sell
2022
Q4
$86.2M Sell
2022
Q3
$86.2M Sell
2022
Q2
$94.9M Buy
2022
Q1
$95.3M Buy
2018
Q4
Sell
2018
Q3
$21K Buy
2018
Q2
Sell
2018
Q1
$29K Buy