Elevation Wealth Partners’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
Q3 | $64.8K | Sell |
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|
2025
Q2 | $72.8K | Buy |
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|
2025
Q1 | $71.8K | Sell |
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|
2024
Q4 | $76.7K | Buy |
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|
2024
Q3 | $7.87K | Hold |
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|
2024
Q2 | $7.67K | Sell |
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|
2024
Q1 | $22.2K | Sell |
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|
2023
Q4 | $193K | Hold |
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|
2023
Q3 | $193K | Buy |
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|
2023
Q2 | $193K | Buy |
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|
2023
Q1 | $194K | Buy |
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