CIA
Compass Ion 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 | $1.48M | Sell |
18,824
-4,645
| -20% | -$366K | 0.16% | 75 |
|
|
2025
Q1 | $1.84M | Sell |
23,469
-4
| -0% | -$313 | 0.22% | 59 |
|
|
2024
Q4 | $1.81M | Sell |
23,473
-1,234
| -5% | -$95.4K | 0.22% | 61 |
|
|
2024
Q3 | $1.94M | Sell |
24,707
-2,007
| -8% | -$158K | 0.24% | 58 |
|
|
2024
Q2 | $2.05M | Hold |
26,714
| – | – | 0.29% | 48 |
|
|
2024
Q1 | $2.05M | Sell |
26,714
-1,852
| -6% | -$142K | 0.29% | 48 |
|
|
2023
Q4 | $2.2M | Sell |
28,566
-1,963
| -6% | -$151K | 0.34% | 44 |
|
|
2023
Q3 | $2.29M | Buy |
+30,529
| New | +$2.29M | 0.39% | 37 |
|