Bromfield Sneider 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
2024
Q1
$589K Hold
2023
Q4
$592K Sell
2023
Q3
$583K Buy
2023
Q2
$567K Hold
2023
Q1
$574K Buy
2022
Q4
$485K Sell
2022
Q3
$490K Buy
2022
Q2
$488K Buy
2022
Q1
$377K Buy
2021
Q4
$364K Buy