Dakota 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Sell |
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|
2025
Q1 | $406K | Sell |
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|
2024
Q4 | $468K | Sell |
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|
2024
Q3 | $516K | Buy |
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|
2024
Q2 | $474K | Hold |
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|
2024
Q1 | $474K | Sell |
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|
2023
Q4 | $1.77M | Buy |
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|
2023
Q3 | $321K | Buy |
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|
2023
Q2 | $274K | Hold |
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|
2023
Q1 | $278K | Sell |
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|
2022
Q4 | $278K | Sell |
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|
2022
Q3 | $464K | Sell |
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|
2022
Q2 | $617K | Buy |
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|
2022
Q1 | $565K | Buy |
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|
2021
Q4 | $578K | Buy |
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|
2021
Q3 | $418K | Sell |
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|
2021
Q2 | $643K | Buy |
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|
2021
Q1 | $575K | Buy |
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|
2020
Q4 | $529K | Sell |
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|
2020
Q3 | $543K | Sell |
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|
2020
Q2 | $553K | Buy |
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|
2020
Q1 | $356K | Sell |
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|
2019
Q4 | $555K | Sell |
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|
2019
Q3 | $572K | Buy |
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|
2019
Q2 | $405K | Buy |
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|
2019
Q1 | $245K | Buy |
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