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Compass Planning Associates’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Compass Planning Associates’s Portfolio BSV Stock Details BSV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$8.52M Buy
108,282
+20,486
+23% +$1.61M 7.82% 4
2025
Q1 		$6.87M Sell
87,796
-38,832
-31% -$3.04M 6.95% 4
2024
Q4 		$9.78M Buy
+126,628
New +$9.78M 9.93% 4