L.M. Kohn & Company’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
Q2 | $240K | Sell |
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|
2025
Q1 | $240K | Sell |
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|
2024
Q4 | $255K | Hold |
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|
2024
Q3 | $260K | Buy |
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|
2024
Q2 | $243K | Sell |
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|
2024
Q1 | $439K | Sell |
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|
2023
Q4 | $485K | Sell |
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|
2023
Q3 | $490K | Buy |
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|
2023
Q2 | $486K | Sell |
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|
2023
Q1 | $507K | Sell |
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|
2022
Q4 | $542K | Sell |
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|
2022
Q3 | $566K | Buy |
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|
2022
Q2 | $516K | Sell |
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|
2022
Q1 | $597K | Buy |
|