Legacy Private Trust’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
2023
Q4
Sell
2023
Q3
$848K Buy
2021
Q1
Sell
2020
Q4
$257K Buy
2020
Q3
$203K Hold
2020
Q2
$203K Hold
2020
Q1
$201K Buy
2019
Q4
Sell
2019
Q3
$202K Sell
2019
Q2
$202K Buy
2016
Q2
Sell
2016
Q1
$4.41M Buy
2015
Q4
$999K Sell
2015
Q3
$3.18M Buy
2015
Q2
$216K Buy
2014
Q1
Sell
2013
Q4
$364K Buy