Concord Wealth Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.85K | Hold |
74
| – | – | ﹤0.01% | 609 |
|
|
2025
Q1 | $5.77K | Buy |
74
+1
| +1% | +$78 | ﹤0.01% | 567 |
|
|
2024
Q4 | $5.66K | Sell |
73
-3
| -4% | -$233 | ﹤0.01% | 586 |
|
|
2024
Q3 | $5.94K | Buy |
76
+1
| +1% | +$78 | ﹤0.01% | 609 |
|
|
2024
Q2 | $5.74K | Buy |
75
+5
| +7% | +$383 | ﹤0.01% | 561 |
|
|
2024
Q1 | $5.39K | Hold |
70
| – | – | ﹤0.01% | 645 |
|
|
2023
Q4 | $5.39K | Sell |
70
-17
| -20% | -$1.31K | ﹤0.01% | 632 |
|
|
2023
Q3 | $6.56K | Buy |
87
+18
| +26% | +$1.36K | ﹤0.01% | 681 |
|
|
2023
Q2 | $5.2K | Hold |
69
| – | – | ﹤0.01% | 699 |
|
|
2023
Q1 | $5.31K | Sell |
69
-111
| -62% | -$8.54K | ﹤0.01% | 664 |
|
|
2022
Q4 | $13.6K | Buy |
+180
| New | +$13.6K | ﹤0.01% | 592 |
|
|
2022
Q3 | – | Sell |
-70
| Closed | -$5K | – | 284 |
|
|
2022
Q2 | $5K | Buy |
70
+1
| +1% | +$71 | ﹤0.01% | 809 |
|
|
2022
Q1 | $5K | Hold |
69
| – | – | ﹤0.01% | 899 |
|
|
2021
Q4 | $6K | Buy |
+69
| New | +$6K | ﹤0.01% | 899 |
|
|
2021
Q2 | – | Sell |
-89
| Closed | -$7K | – | 1047 |
|
|
2021
Q1 | $7K | Buy |
+89
| New | +$7K | ﹤0.01% | 619 |
|