HWA
BSV icon

Heritage Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Heritage Wealth Advisors’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-9,923
Closed -$764K – 553
2023
Q4 		$764K Buy
+9,923
New +$764K 0.04% 107