Brass Tax Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $862K | Buy |
10,951
+2,237
| +26% | +$176K | 0.17% | 65 |
|
|
2025
Q1 | $682K | Buy |
8,714
+982
| +13% | +$76.9K | 0.14% | 81 |
|
|
2024
Q4 | $597K | Sell |
7,732
-543
| -7% | -$42K | 0.13% | 84 |
|
|
2024
Q3 | $651K | Sell |
8,275
-462
| -5% | -$36.4K | 0.14% | 76 |
|
|
2024
Q2 | $670K | Sell |
8,737
-1,203
| -12% | -$92.3K | 0.29% | 51 |
|
|
2024
Q1 | $762K | Buy |
+9,940
| New | +$762K | 0.4% | 38 |
|