Clearstead 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $692K | Sell |
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|
2025
Q1 | $720K | Buy |
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|
2024
Q4 | $560K | Buy |
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|
2024
Q3 | $554K | Buy |
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|
2024
Q2 | $528K | Buy |
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|
2024
Q1 | $137K | Buy |
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|
2023
Q4 | $91K | Buy |
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|
2023
Q3 | $68K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $52K | Sell |
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|
2022
Q2 | $96K | Sell |
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|
2022
Q1 | $180K | Sell |
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|
2021
Q4 | $336K | Buy |
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|
2021
Q3 | $213K | Hold |
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|
2021
Q2 | $214K | Sell |
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|
2021
Q1 | $223K | Sell |
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|
2020
Q4 | $231K | Buy |
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|
2020
Q3 | $174K | Buy |
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|
2020
Q2 | $165K | Hold |
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|
2020
Q1 | $163K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1.47M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $1.48M | Sell |
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|
2017
Q2 | $1.55M | Buy |
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|
2017
Q1 | $1.48M | Sell |
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|
2016
Q4 | $1.59M | Buy |
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