GeoWealth Management’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 | $36K | Buy |
|
|||||
|
2025
Q1 | $2.9K | Sell |
|
|||||
|
2024
Q4 | $8.5K | Sell |
|
|||||
|
2024
Q3 | $201K | Sell |
|
|||||
|
2024
Q2 | $4.05M | Sell |
|
|||||
|
2024
Q1 | $5.19M | Buy |
|
|||||
|
2023
Q4 | $3.59M | Buy |
|
|||||
|
2023
Q3 | $2.84M | Sell |
|
|||||
|
2023
Q2 | $2.99M | Sell |
|
|||||
|
2023
Q1 | $5.5M | Buy |
|
|||||
|
2022
Q4 | $4.97M | Buy |
|
|||||
|
2022
Q3 | $3.81M | Buy |
|
|||||
|
2022
Q2 | $3.88M | Buy |
|
|||||
|
2022
Q1 | $901K | Sell |
|
|||||
|
2021
Q4 | $1.05M | Sell |
|
|||||
|
2021
Q3 | $2.68M | Sell |
|
|||||
|
2021
Q2 | $5.04M | Buy |
|
|||||
|
2021
Q1 | $4.88M | Buy |
|
|||||
|
2020
Q4 | $4.87M | Sell |
|
|||||
|
2020
Q3 | $6.99M | Buy |
|
|||||
|
2020
Q2 | $5.02M | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $9.05M | Buy |
|