Essex Financial Services’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 | $1.08M | Sell |
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|
2025
Q1 | $1.11M | Sell |
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|
2024
Q4 | $1.13M | Buy |
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|
2024
Q3 | $1.08M | Buy |
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|
2024
Q2 | $1.06M | Buy |
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|
2024
Q1 | $1.01M | Buy |
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|
2023
Q4 | $955K | Buy |
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|
2023
Q3 | $833K | Sell |
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|
2023
Q2 | $936K | Buy |
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|
2023
Q1 | $846K | Buy |
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|
2022
Q4 | $794K | Buy |
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|
2022
Q3 | $674K | Sell |
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|
2022
Q2 | $699K | Buy |
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|
2022
Q1 | $676K | Buy |
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|
2021
Q4 | $569K | Buy |
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|
2021
Q3 | $528K | Sell |
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|
2021
Q2 | $805K | Hold |
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|
2021
Q1 | $805K | Buy |
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|
2020
Q4 | $530K | Buy |
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|
2020
Q3 | $475K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $340 | Sell |
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|
2013
Q2 | $378K | Buy |
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