Compass Wealth Management’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 | $1.23M | Buy |
15,655
+2,498
| +19% | +$197K | 0.29% | 80 |
|
|
2025
Q1 | $1.03M | Buy |
13,157
+2,534
| +24% | +$198K | 0.26% | 81 |
|
|
2024
Q4 | $821K | Buy |
10,623
+1,664
| +19% | +$129K | 0.2% | 85 |
|
|
2024
Q3 | $705K | Buy |
8,959
+2,354
| +36% | +$185K | 0.17% | 99 |
|
|
2024
Q2 | $507K | Buy |
6,605
+300
| +5% | +$23K | 0.13% | 114 |
|
|
2024
Q1 | $483K | Buy |
6,305
+175
| +3% | +$13.4K | 0.12% | 117 |
|
|
2023
Q4 | $472K | Buy |
6,130
+3,395
| +124% | +$261K | 0.13% | 114 |
|
|
2023
Q3 | $206K | Sell |
2,735
-1,040
| -28% | -$78.2K | 0.06% | 154 |
|
|
2023
Q2 | $285K | Buy |
3,775
+75
| +2% | +$5.67K | 0.09% | 136 |
|
|
2023
Q1 | $283K | Buy |
3,700
+795
| +27% | +$60.8K | 0.09% | 138 |
|
|
2022
Q4 | $219K | Buy |
+2,905
| New | +$219K | 0.07% | 148 |
|