HCR Wealth 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 | $672K | Buy |
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|
2025
Q2 | $625K | Hold |
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|
2025
Q1 | $622K | Hold |
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|
2024
Q4 | $614K | Hold |
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|
2024
Q3 | $625K | Hold |
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|
2024
Q2 | $609K | Sell |
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|
2024
Q1 | $628K | Sell |
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|
2023
Q4 | $712K | Buy |
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|
2023
Q3 | $588K | Sell |
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|
2023
Q2 | $693K | Hold |
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|
2023
Q1 | $702K | Sell |
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|
2022
Q4 | $702K | Sell |
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|
2022
Q3 | $848K | Hold |
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|
2022
Q2 | $870K | Sell |
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|
2022
Q1 | $1.01M | Sell |
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|
2021
Q4 | $1.16M | Hold |
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|
2021
Q3 | $1.17M | Buy |
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|
2021
Q2 | $990K | Sell |
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|
2021
Q1 | $1.5M | Buy |
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|
2020
Q4 | $1.14M | Buy |
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|
2020
Q3 | $99K | Hold |
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|
2020
Q2 | $99K | Buy |
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