Beacon Harbor 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
2023
Q2
Sell
2023
Q1
$7.99M Sell
2022
Q4
$8.73M Buy
2022
Q2
$7.77M Buy
2022
Q1
$7.79M Buy
2021
Q4
$5.95M Buy
2021
Q1
Sell
2020
Q4
$359K Sell
2020
Q3
$24.6M Buy
2020
Q2
$16M Buy