Exencial Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $708K | Buy |
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|
2024
Q4 | $688K | Buy |
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|
2024
Q3 | $670K | Sell |
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|
2024
Q2 | $8.86M | Sell |
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|
2024
Q1 | $9.61M | Sell |
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|
2023
Q4 | $16.9M | Buy |
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|
2023
Q3 | $725K | Sell |
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|
2023
Q2 | $784K | Sell |
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|
2023
Q1 | $802K | Sell |
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|
2022
Q4 | $945K | Buy |
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|
2022
Q3 | $843K | Buy |
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|
2022
Q2 | $862K | Sell |
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|
2022
Q1 | $1.05M | Sell |
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|
2021
Q4 | $1.29M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $697K | Sell |
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|
2021
Q1 | $743K | Buy |
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|
2020
Q4 | $749K | Buy |
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|
2020
Q3 | $744K | Sell |
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|
2020
Q2 | $980K | Buy |
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|
2020
Q1 | $736K | Sell |
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|
2019
Q4 | $822K | Buy |
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|
2019
Q3 | $332K | Buy |
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|
2019
Q2 | $243K | Sell |
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|
2019
Q1 | $242K | Sell |
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|
2018
Q4 | $240K | Sell |
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|
2018
Q3 | $242K | Buy |
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|
2018
Q2 | $235K | Sell |
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|
2018
Q1 | $240K | Buy |
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|
2017
Q4 | $240K | Buy |
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|
2017
Q3 | $210K | Sell |
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|
2017
Q2 | $314K | Buy |
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|
2017
Q1 | $306K | Sell |
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|
2016
Q4 | $388K | Buy |
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|
2016
Q3 | $389K | Buy |
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|
2016
Q2 | $390K | Buy |
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