Golden State 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 | $11.3K | Sell |
143
-4,472
| -97% | -$352K | ﹤0.01% | 1051 |
|
|
2025
Q1 | $361K | Buy |
4,615
+4,531
| +5,394% | +$355K | 0.05% | 267 |
|
|
2024
Q4 | $6.55K | Buy |
+84
| New | +$6.55K | ﹤0.01% | 1060 |
|
|
2020
Q4 | – | Sell |
-2,397
| Closed | -$199K | – | 252 |
|
|
2020
Q3 | $199K | Sell |
2,397
-5,713
| -70% | -$474K | 0.07% | 193 |
|
|
2020
Q2 | $664K | Buy |
8,110
+5,899
| +267% | +$483K | 0.21% | 80 |
|
|
2020
Q1 | $182K | Buy |
+2,211
| New | +$182K | 0.08% | 169 |
|
|
2019
Q4 | – | Sell |
-333
| Closed | -$27K | – | 162 |
|
|
2019
Q3 | $27K | Buy |
333
+21
| +7% | +$1.7K | 0.01% | 560 |
|
|
2019
Q2 | $25K | Sell |
312
-2,974
| -91% | -$238K | 0.01% | 577 |
|
|
2019
Q1 | $262K | Buy |
+3,286
| New | +$262K | 0.09% | 188 |
|