Berger Financial Group’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 | $282K | Sell |
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|
2025
Q2 | $301K | Sell |
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|
2025
Q1 | $322K | Buy |
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|
2024
Q4 | $312K | Sell |
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|
2024
Q3 | $329K | Sell |
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|
2024
Q2 | $365K | Sell |
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|
2024
Q1 | $375K | Buy |
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|
2023
Q4 | $364K | Buy |
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|
2023
Q3 | $334K | Sell |
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|
2023
Q2 | $489K | Sell |
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|
2023
Q1 | $678K | Sell |
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|
2022
Q4 | $682K | Sell |
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|
2022
Q3 | $682K | Sell |
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|
2022
Q2 | $976K | Sell |
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|
2022
Q1 | $1.02M | Buy |
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|
2021
Q4 | $904K | Sell |
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|
2021
Q3 | $1.01M | Sell |
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|
2021
Q2 | $1.02M | Buy |
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|
2021
Q1 | $831K | Sell |
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|
2020
Q4 | $894K | Buy |
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