Family Wealth Partners’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 | $2.5M | Sell |
31,746
-2,393
| -7% | -$188K | 1% | 24 |
|
|
2025
Q1 | $2.67M | Sell |
34,139
-1,407
| -4% | -$110K | 1.22% | 19 |
|
|
2024
Q4 | $2.75M | Sell |
35,546
-888
| -2% | -$68.6K | 1.31% | 19 |
|
|
2024
Q3 | $2.87M | Sell |
36,434
-2,402
| -6% | -$189K | 1.47% | 19 |
|
|
2024
Q2 | $2.98M | Buy |
38,836
+236
| +0.6% | +$18.1K | 1.55% | 18 |
|
|
2024
Q1 | $2.96M | Sell |
38,600
-10,286
| -21% | -$789K | 1.68% | 18 |
|
|
2023
Q4 | $3.77M | Buy |
+48,886
| New | +$3.77M | 2.91% | 10 |
|