Hillcrest 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
Q2 | $982K | Sell |
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|
2025
Q1 | $1.05M | Sell |
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|
2024
Q4 | $1.32M | Sell |
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|
2024
Q3 | $1.38M | Hold |
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|
2024
Q2 | $1.35M | Hold |
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|
2024
Q1 | $1.35M | Sell |
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|
2023
Q4 | $1.78M | Hold |
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|
2023
Q3 | $1.73M | Hold |
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|
2023
Q2 | $1.74M | Sell |
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|
2023
Q1 | $1.83M | Sell |
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|
2022
Q4 | $1.82M | Sell |
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|
2022
Q3 | $1.87M | Buy |
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|
2022
Q2 | $1.8M | Buy |
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|
2022
Q1 | $1.56M | Buy |
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|
2021
Q4 | $1.35M | Hold |
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|
2021
Q3 | $1.37M | Hold |
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|
2021
Q2 | $1.38M | Hold |
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|
2021
Q1 | $1.38M | Hold |
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|
2020
Q4 | $1.39M | Hold |
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|
2020
Q3 | $1.39M | Buy |
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|
2020
Q2 | $1.35M | Hold |
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|
2020
Q1 | $1.34M | Sell |
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|
2019
Q4 | $1.48M | Hold |
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|
2019
Q3 | $1.48M | Sell |
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|
2019
Q2 | $1.51M | Sell |
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|
2019
Q1 | $1.55M | Sell |
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|
2018
Q4 | $2M | Buy |
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