Glass Jacobson Investment Advisors’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
         Q3  | $269K | Sell | 
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| 
        
          
      
        2025
         Q2  | $279K | Sell | 
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| 
        
          
      
        2025
         Q1  | $404K | Hold | 
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| 
        
          
      
        2024
         Q4  | $404K | Buy | 
         | 
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| 
        
          
      
        2024
         Q3  | $385K | Sell | 
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| 
        
          
      
        2024
         Q2  | $417K | Buy | 
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| 
        
          
      
        2024
         Q1  | $416K | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q4  | $418K | Sell | 
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| 
        
          
      
        2023
         Q3  | $416K | Buy | 
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| 
        
          
      
        2023
         Q2  | $418K | Buy | 
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| 
        
          
      
        2022
         Q4  | $464K | Buy | 
         |