Heartwood 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 | $11.8K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $20.5M | Buy |
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|
2023
Q2 | $20.5M | Buy |
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|
2023
Q1 | $20.3M | Buy |
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|
2022
Q4 | $19.4M | Sell |
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|
2022
Q3 | $20.4M | Buy |
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|
2022
Q2 | $20.8M | Buy |
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|
2022
Q1 | $20.8M | Buy |
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|
2021
Q4 | $7.02M | Sell |
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|
2021
Q3 | $7.54M | Buy |
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|
2021
Q2 | $7.33M | Sell |
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|
2021
Q1 | $7.55M | Sell |
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|
2020
Q4 | $9.64M | Buy |
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|
2020
Q3 | $463K | Sell |
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|
2020
Q2 | $574K | Sell |
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|
2020
Q1 | $838K | Sell |
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|
2019
Q4 | $20.8M | Buy |
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