Concord Wealth Partners’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
Q2 | $5.85K | Hold |
|
|||||
|
2025
Q1 | $5.77K | Buy |
|
|||||
|
2024
Q4 | $5.66K | Sell |
|
|||||
|
2024
Q3 | $5.94K | Buy |
|
|||||
|
2024
Q2 | $5.74K | Buy |
|
|||||
|
2024
Q1 | $5.39K | Hold |
|
|||||
|
2023
Q4 | $5.39K | Sell |
|
|||||
|
2023
Q3 | $6.56K | Buy |
|
|||||
|
2023
Q2 | $5.2K | Hold |
|
|||||
|
2023
Q1 | $5.31K | Sell |
|
|||||
|
2022
Q4 | $13.6K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $5K | Buy |
|
|||||
|
2022
Q1 | $5K | Hold |
|
|||||
|
2021
Q4 | $6K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $7K | Buy |
|