Inspirion 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 | $475K | Buy |
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|
2025
Q2 | $401K | Sell |
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|
2025
Q1 | $459K | Buy |
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|
2024
Q4 | $451K | Sell |
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|
2024
Q3 | $475K | Sell |
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|
2024
Q2 | $490K | Hold |
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|
2024
Q1 | $490K | Sell |
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|
2023
Q4 | $529K | Sell |
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|
2023
Q3 | $563K | Sell |
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|
2023
Q2 | $670K | Sell |
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|
2023
Q1 | $741K | Sell |
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|
2022
Q4 | $957K | Sell |
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|
2022
Q3 | $1.36M | Sell |
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|
2022
Q2 | $1.62M | Sell |
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|
2022
Q1 | $2M | Sell |
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|
2021
Q4 | $2.37M | Sell |
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|
2021
Q3 | $3.35M | Sell |
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|
2021
Q2 | $5.15M | Sell |
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|
2021
Q1 | $7.48M | Sell |
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|
2020
Q4 | $23.3M | Buy |
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|
2020
Q3 | $2.1M | Buy |
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