Fonville Wealth Management’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 | $4.59M | Buy |
58,260
+3,574
| +7% | +$281K | 1.16% | 27 |
|
|
2025
Q1 | $4.28M | Sell |
54,686
-2,308
| -4% | -$181K | 1.26% | 25 |
|
|
2024
Q4 | $4.4M | Sell |
56,994
-996
| -2% | -$77K | 1.45% | 23 |
|
|
2024
Q3 | $4.56M | Buy |
57,990
+622
| +1% | +$48.9K | 1.58% | 23 |
|
|
2024
Q2 | $4.4M | Buy |
57,368
+6,185
| +12% | +$474K | 1.74% | 21 |
|
|
2024
Q1 | $3.92M | Buy |
51,183
+5,864
| +13% | +$450K | 1.74% | 19 |
|
|
2023
Q4 | $3.49M | Buy |
+45,319
| New | +$3.49M | 1.85% | 18 |
|