Kingswood 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 | $597K | Sell |
7,582
-783
| -9% | -$61.6K | 0.05% | 367 |
|
|
2025
Q1 | $655K | Sell |
8,365
-1,284
| -13% | -$101K | 0.06% | 332 |
|
|
2024
Q4 | $746K | Buy |
9,649
+2,429
| +34% | +$188K | 0.06% | 337 |
|
|
2024
Q3 | $568K | Buy |
7,220
+371
| +5% | +$29.2K | 0.04% | 425 |
|
|
2024
Q2 | $525K | Buy |
6,849
+191
| +3% | +$14.7K | 0.05% | 376 |
|
|
2024
Q1 | $511K | Buy |
6,658
+1,955
| +42% | +$150K | 0.06% | 340 |
|
|
2023
Q4 | $362K | Buy |
+4,703
| New | +$362K | 0.04% | 416 |
|