Levy Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $44.7M | Sell |
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|
2024
Q1 | $55.2M | Hold |
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|
2023
Q4 | $55.2M | Buy |
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|
2023
Q3 | $53.5M | Sell |
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|
2023
Q2 | $54.3M | Sell |
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|
2023
Q1 | $55.3M | Buy |
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|
2022
Q4 | $51.1M | Buy |
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|
2022
Q3 | $46.9M | Buy |
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|
2022
Q2 | $45.2M | Buy |
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|
2022
Q1 | $44.5M | Buy |
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|
2021
Q4 | $16.2M | Buy |
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|
2021
Q3 | $6.08M | Buy |
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|
2021
Q2 | $5.87M | Buy |
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|
2021
Q1 | $5.29M | Buy |
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|
2020
Q4 | $3.07M | Buy |
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