Concentric 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $5.53M | Sell |
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|
2023
Q2 | $6.36M | Buy |
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|
2023
Q1 | $5.4M | Sell |
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|
2022
Q4 | $5.97M | Sell |
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|
2022
Q3 | $6.61M | Sell |
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|
2022
Q2 | $7.7M | Sell |
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|
2022
Q1 | $9.15M | Sell |
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|
2021
Q4 | $9.67M | Buy |
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|
2021
Q3 | $8.67M | Buy |
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|
2021
Q2 | $6.97M | Buy |
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|
2021
Q1 | $6.29M | Buy |
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|
2020
Q4 | $4.41M | Buy |
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|
2020
Q3 | $1.91M | Buy |
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