Forza 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 | $6M | Sell |
76,274
-2,450
| -3% | -$193K | 2.46% | 4 |
|
|
2025
Q1 | $6.16M | Buy |
78,724
+1,600
| +2% | +$125K | 2.77% | 4 |
|
|
2024
Q4 | $5.96M | Sell |
77,124
-1,103
| -1% | -$85.2K | 2.72% | 5 |
|
|
2024
Q3 | $6.16M | Buy |
78,227
+6,260
| +9% | +$493K | 2.82% | 4 |
|
|
2024
Q2 | $5.52M | Buy |
71,967
+925
| +1% | +$70.9K | 2.85% | 4 |
|
|
2024
Q1 | $5.45M | Sell |
71,042
-220
| -0.3% | -$16.9K | 2.83% | 4 |
|
|
2023
Q4 | $5.49M | Buy |
71,262
+27,175
| +62% | +$2.09M | 3.03% | 3 |
|
|
2023
Q3 | $3.31M | Buy |
44,087
+1,125
| +3% | +$84.6K | 1.71% | 9 |
|
|
2023
Q2 | $3.25M | Sell |
42,962
-2,125
| -5% | -$161K | 1.63% | 10 |
|
|
2023
Q1 | $3.45M | Sell |
45,087
-975
| -2% | -$74.6K | 1.78% | 8 |
|
|
2022
Q4 | $3.47M | Buy |
+46,062
| New | +$3.47M | 2.3% | 7 |
|