Compass Wealth Management’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
Q3
$12.9M Buy
2025
Q2
$1.23M Buy
2025
Q1
$1.03M Buy
2024
Q4
$821K Buy
2024
Q3
$705K Buy
2024
Q2
$507K Buy
2024
Q1
$483K Buy
2023
Q4
$472K Buy
2023
Q3
$206K Sell
2023
Q2
$285K Buy
2023
Q1
$283K Buy
2022
Q4
$219K Buy