Confluence 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
2020
Q3
$1.06M Buy
2020
Q2
$573K Sell
2020
Q1
$785K Sell
2019
Q4
$830K Sell
2019
Q3
$1.06M Sell
2019
Q2
$1.16M Sell
2019
Q1
$1.42M Sell
2018
Q4
$2.12M Buy
2018
Q3
$1.1M Sell
2018
Q2
$1.86M Sell
2018
Q1
$2.35M Sell
2017
Q4
$2.52M Sell
2017
Q3
$2.9M Sell
2017
Q2
$3.29M Buy
2017
Q1
$3.16M Sell
2016
Q4
$3.44M Sell
2016
Q3
$4.65M Buy
2016
Q2
$3.12M Buy
2016
Q1
$1.89M Buy
2015
Q4
$1.46M Buy
2015
Q3
$913K Buy