CPA
Clear Point Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Buy |
+2,598
| New | +$204K | 0.17% | 107 |
|
|
2024
Q4 | – | Sell |
-2,556
| Closed | -$201K | – | 163 |
|
|
2024
Q3 | $201K | Buy |
2,556
+20
| +0.8% | +$1.57K | 0.16% | 105 |
|
|
2024
Q2 | $194K | Buy |
2,536
+19
| +0.8% | +$1.46K | 0.16% | 105 |
|
|
2024
Q1 | $193K | Buy |
2,517
+11
| +0.4% | +$843 | 0.16% | 106 |
|
|
2023
Q4 | $193K | Buy |
+2,506
| New | +$193K | 0.17% | 100 |
|