Icon Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $294K | Hold |
|
|||||
|
2023
Q2 | $296K | Hold |
|
|||||
|
2023
Q1 | $299K | Buy |
|
|||||
|
2022
Q2 | $301K | Hold |
|
|||||
|
2022
Q1 | $305K | Hold |
|
|||||
|
2021
Q4 | $316K | Sell |
|
|||||
|
2021
Q3 | $338K | Hold |
|
|||||
|
2021
Q2 | $339K | Hold |
|
|||||
|
2021
Q1 | $339K | Sell |
|
|||||
|
2020
Q4 | $353K | Hold |
|
|||||
|
2020
Q3 | $353K | Hold |
|
|||||
|
2020
Q2 | $354K | Hold |
|
|||||
|
2020
Q1 | $350K | Hold |
|
|||||
|
2019
Q4 | $343K | Hold |
|
|||||
|
2019
Q3 | $344K | Hold |
|
|||||
|
2019
Q2 | $342K | Hold |
|
|||||
|
2019
Q1 | $338K | Hold |
|
|||||
|
2018
Q4 | $334K | Hold |
|
|||||
|
2018
Q3 | $332K | Sell |
|
|||||
|
2018
Q2 | $542K | Sell |
|
|||||
|
2018
Q1 | $924K | Sell |
|
|||||
|
2017
Q4 | $1.49M | Buy |
|