Epic Trust Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $243K | Sell |
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|
2024
Q1 | $247K | Hold |
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|
2023
Q4 | $248K | Buy |
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|
2023
Q3 | $238K | Hold |
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|
2023
Q2 | $239K | Sell |
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|
2023
Q1 | $339K | Hold |
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|
2022
Q4 | $334K | Hold |
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|
2022
Q3 | $332K | Sell |
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|
2022
Q2 | $377K | Hold |
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|
2022
Q1 | $383K | Sell |
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|
2021
Q4 | $397K | Buy |
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