Forvis Mazars Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,969
| Closed | -$229K | – | 394 |
|
|
2023
Q4 | $229K | Sell |
2,969
-354
| -11% | -$27.3K | 0.01% | 366 |
|
|
2023
Q3 | $250K | Buy |
3,323
+392
| +13% | +$29.5K | 0.01% | 349 |
|
|
2023
Q2 | $221K | Sell |
2,931
-38
| -1% | -$2.87K | 0.01% | 392 |
|
|
2023
Q1 | $227K | Hold |
2,969
| – | – | 0.01% | 370 |
|
|
2022
Q4 | $224K | Sell |
2,969
-75
| -2% | -$5.65K | 0.01% | 366 |
|
|
2022
Q3 | $228K | Sell |
3,044
-20
| -0.7% | -$1.5K | 0.01% | 357 |
|
|
2022
Q2 | $235K | Buy |
+3,064
| New | +$235K | 0.01% | 352 |
|
|
2020
Q2 | – | Sell |
-2,469
| Closed | -$203K | – | 311 |
|
|
2020
Q1 | $203K | Sell |
2,469
-68
| -3% | -$5.59K | 0.02% | 273 |
|
|
2019
Q4 | $205K | Buy |
+2,537
| New | +$205K | 0.01% | 280 |
|
|
2015
Q2 | – | Sell |
-3,075
| Closed | -$248K | – | 185 |
|
|
2015
Q1 | $248K | Buy |
+3,075
| New | +$248K | 0.04% | 162 |
|