Investment Advisory Group’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 | $341K | Buy |
4,335
+64
| +1% | +$5.04K | 0.1% | 129 |
|
|
2025
Q1 | $334K | Hold |
4,271
| – | – | 0.11% | 120 |
|
|
2024
Q4 | $330K | Buy |
+4,271
| New | +$330K | 0.11% | 119 |
|
|
2024
Q1 | – | Sell |
-2,628
| Closed | -$202K | – | 160 |
|
|
2023
Q4 | $202K | Buy |
+2,628
| New | +$202K | 0.09% | 144 |
|
|
2023
Q3 | – | Sell |
-2,710
| Closed | -$205K | – | 146 |
|
|
2023
Q2 | $205K | Buy |
+2,710
| New | +$205K | 0.1% | 136 |
|