JFS 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
Q1 | – | Sell |
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|
2024
Q4 | $122K | Sell |
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|
2024
Q3 | $218K | Sell |
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|
2024
Q2 | $248K | Buy |
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|
2024
Q1 | $248K | Hold |
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|
2023
Q4 | $249K | Sell |
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|
2023
Q3 | $280K | Hold |
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|
2023
Q2 | $282K | Hold |
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|
2023
Q1 | $285K | Hold |
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|
2022
Q4 | $280K | Sell |
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|
2022
Q3 | $527K | Sell |
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|
2022
Q2 | $542K | Hold |
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|
2022
Q1 | $550K | Hold |
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|
2021
Q4 | $571K | Hold |
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|
2021
Q3 | $579K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $5K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1K | Buy |
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