Barrett & Company’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
$828K Sell
2025
Q2
$831K Buy
2025
Q1
$827K Buy
2024
Q4
$814K Sell
2024
Q3
$896K Buy
2024
Q2
$873K Sell
2024
Q1
$874K Buy
2023
Q4
$876K Sell
2023
Q3
$873K Sell
2023
Q2
$878K Sell
2023
Q1
$892K Buy
2022
Q4
$867K Hold
2022
Q3
$867K Buy