Cary Street Partners Investment Advisory’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
Q2 | $512K | Hold |
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|
2025
Q1 | $510K | Hold |
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|
2024
Q4 | $503K | Sell |
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|
2024
Q3 | $2.82M | Sell |
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|
2024
Q2 | $4.01M | Buy |
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|
2024
Q1 | $3.69M | Buy |
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|
2023
Q4 | $2.82M | Buy |
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|
2023
Q3 | $2.63M | Buy |
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|
2023
Q2 | $2.31M | Sell |
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|
2023
Q1 | $3.34M | Sell |
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|
2022
Q4 | $3.81M | Sell |
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|
2022
Q3 | $3.85M | Sell |
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|
2022
Q2 | $4.4M | Buy |
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|
2022
Q1 | $2.4M | Sell |
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|
2021
Q4 | $2.75M | Buy |
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|
2021
Q3 | $2.69M | Sell |
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|
2021
Q2 | $2.9M | Sell |
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|
2021
Q1 | $3.06M | Buy |
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|
2020
Q4 | $2.65M | Buy |
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|
2020
Q3 | $2.07M | Buy |
|