Joel Isaacson & Co’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 | $1.71M | Buy |
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|
2025
Q2 | $1.15M | Buy |
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|
2025
Q1 | $1.04M | Sell |
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|
2024
Q4 | $1.03M | Buy |
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|
2024
Q3 | $1.04M | Buy |
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|
2024
Q2 | $1.01M | Sell |
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|
2024
Q1 | $1.11M | Sell |
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|
2023
Q4 | $1.24M | Sell |
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|
2023
Q3 | $1.23M | Buy |
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|
2023
Q2 | $1.23M | Sell |
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|
2023
Q1 | $1.25M | Buy |
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|
2022
Q4 | $876K | Sell |
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|
2022
Q3 | $948K | Sell |
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|
2022
Q2 | $996K | Buy |
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|
2022
Q1 | $1M | Sell |
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|
2021
Q4 | $1.25M | Buy |
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|
2021
Q3 | $1.27M | Buy |
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|
2021
Q2 | $1.23M | Buy |
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|
2021
Q1 | $1.23M | Buy |
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|
2020
Q4 | $1.07M | Buy |
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|
2020
Q3 | $824K | Buy |
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|
2020
Q2 | $757K | Buy |
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|
2020
Q1 | $738K | Buy |
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|
2019
Q4 | $722K | Buy |
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|
2019
Q3 | $673K | Buy |
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|
2019
Q2 | $526K | Buy |
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|
2019
Q1 | $486K | Buy |
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|
2018
Q4 | $432K | Buy |
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|
2018
Q3 | $428K | Buy |
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|
2018
Q2 | $427K | Buy |
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|
2018
Q1 | $382K | Buy |
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|
2017
Q4 | $367K | Buy |
|
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|
2017
Q3 | $369K | Buy |
|
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|
2017
Q2 | $321K | Buy |
|
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|
2017
Q1 | $319K | Buy |
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|
2016
Q4 | $64K | Hold |
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|
2016
Q3 | $65K | Hold |
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|
2016
Q2 | $65K | Hold |
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|
2016
Q1 | $65K | Hold |
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|
2015
Q4 | $64K | Hold |
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|
2015
Q3 | $64K | Buy |
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|
2015
Q2 | $1K | Hold |
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|
2015
Q1 | $1K | Buy |
|