Beese Fulmer Investment 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
Q1 | – | Sell |
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|
2024
Q4 | $316K | Sell |
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|
2024
Q3 | $323K | Sell |
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|
2024
Q2 | $337K | Sell |
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|
2024
Q1 | $338K | Sell |
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|
2023
Q4 | $340K | Hold |
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|
2023
Q3 | $332K | Hold |
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|
2023
Q2 | $334K | Hold |
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|
2023
Q1 | $338K | Sell |
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|
2022
Q4 | $336K | Hold |
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|
2022
Q3 | $334K | Hold |
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|
2022
Q2 | $343K | Hold |
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|
2022
Q1 | $348K | Hold |
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|
2021
Q4 | $361K | Sell |
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|
2021
Q3 | $1.03M | Buy |
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|
2021
Q2 | $362K | Buy |
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|
2021
Q1 | $335K | Buy |
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|
2020
Q4 | $262K | Sell |
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|
2020
Q3 | $281K | Sell |
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|
2020
Q2 | $307K | Buy |
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|
2020
Q1 | $224K | Buy |
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|
2019
Q4 | $201K | Hold |
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|
2019
Q3 | $201K | Hold |
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|
2019
Q2 | $200K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $201K | Hold |
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|
2016
Q2 | $202K | Hold |
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|
2016
Q1 | $201K | Buy |
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