Concourse Financial Group Securities’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
Q1 | – | Sell |
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|
2024
Q4 | $9.18M | Buy |
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|
2024
Q3 | $8.6M | Sell |
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|
2024
Q2 | $8.74M | Buy |
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|
2024
Q1 | $8.31M | Buy |
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|
2023
Q4 | $8.13M | Sell |
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|
2023
Q3 | $8.01M | Sell |
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|
2023
Q2 | $8.26M | Buy |
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|
2023
Q1 | $8.27M | Sell |
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|
2022
Q4 | $8.35M | Sell |
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|
2022
Q3 | $8.59M | Sell |
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|
2022
Q2 | $9.91M | Sell |
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|
2022
Q1 | $11.2M | Sell |
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|
2021
Q4 | $14.2M | Sell |
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|
2021
Q3 | $14.7M | Buy |
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|
2021
Q2 | $14.1M | Buy |
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|
2021
Q1 | $13M | Buy |
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|
2020
Q4 | $11.9M | Buy |
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|
2020
Q3 | $11.1M | Buy |
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|
2020
Q2 | $10.1M | Buy |
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|
2020
Q1 | $8.19M | Buy |
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|
2019
Q4 | $7.66M | Buy |
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|
2019
Q3 | $2.01M | Sell |
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|
2019
Q2 | $10.8M | Sell |
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|
2019
Q1 | $10.8M | Sell |
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|
2018
Q4 | $11.1M | Buy |
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|
2018
Q3 | $2.95M | Buy |
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