Elevate Wealth Advisory’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 | $10.8M | Sell |
137,092
-12,238
| -8% | -$963K | 7.68% | 3 |
|
|
2025
Q1 | $11.7M | Buy |
149,330
+6,389
| +4% | +$500K | 8.28% | 3 |
|
|
2024
Q4 | $10.9M | Buy |
142,941
+1,582
| +1% | +$121K | 8.21% | 3 |
|
|
2024
Q3 | $11.1M | Buy |
141,359
+4,991
| +4% | +$393K | 8.26% | 3 |
|
|
2024
Q2 | $10.5M | Buy |
136,368
+11,356
| +9% | +$871K | 8.49% | 3 |
|
|
2024
Q1 | $9.58M | Sell |
125,012
-2,446
| -2% | -$188K | 8.34% | 3 |
|
|
2023
Q4 | $9.82M | Buy |
+127,458
| New | +$9.82M | 8.99% | 2 |
|