Dynasty Wealth Management’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 | $5.81M | Sell |
73,888
-175,273
| -70% | -$13.8M | 0.1% | 54 |
|
|
2025
Q1 | $19.5M | Buy |
249,161
+166,080
| +200% | +$13M | 0.33% | 42 |
|
|
2024
Q4 | $6.42M | Buy |
83,081
+689
| +0.8% | +$53.2K | 0.11% | 54 |
|
|
2024
Q3 | $6.48M | Buy |
82,392
+105
| +0.1% | +$8.26K | 0.2% | 38 |
|
|
2024
Q2 | $6.31M | Buy |
82,287
+657
| +0.8% | +$50.4K | 0.19% | 44 |
|
|
2024
Q1 | $6.26M | Buy |
+81,630
| New | +$6.26M | 0.2% | 38 |
|