International Private Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.1M | Buy |
14,026
+27
| +0.2% | +$2.13K | 0.95% | 27 |
|
2025
Q1 | $1.1M | Buy |
13,999
+6
| +0% | +$470 | 1.05% | 23 |
|
2024
Q4 | $1.08M | Buy |
13,993
+8,923
| +176% | +$689K | 1.08% | 21 |
|
2024
Q3 | $399K | Buy |
+5,070
| New | +$399K | 0.58% | 44 |
|
2024
Q1 | – | Sell |
-6,825
| Closed | -$526K | – | 112 |
|
2023
Q4 | $526K | Buy |
+6,825
| New | +$526K | 0.52% | 32 |
|