Liberty Wealth Management’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 | $420K | Sell |
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|
2025
Q2 | $472K | Sell |
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|
2025
Q1 | $472K | Buy |
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|
2024
Q4 | $425K | Buy |
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|
2024
Q3 | $374K | Buy |
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|
2024
Q2 | $335K | Sell |
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|
2024
Q1 | $344K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $240K | Sell |
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|
2023
Q2 | $263K | Buy |
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|
2023
Q1 | $261K | Buy |
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|
2022
Q3 | $507K | Buy |
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|
2022
Q2 | $453K | Sell |
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|
2022
Q1 | $490K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $479K | Buy |
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|
2021
Q2 | $243K | Buy |
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|
2021
Q1 | $232K | Hold |
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|
2020
Q4 | $232K | Buy |
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|
2020
Q3 | $215K | Buy |
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|
2020
Q2 | $206K | Sell |
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|
2020
Q1 | $222K | Sell |
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|
2019
Q4 | $225K | Sell |
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|
2019
Q3 | $265K | Buy |
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|
2019
Q2 | $252K | Sell |
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|
2019
Q1 | $268K | Sell |
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|
2018
Q4 | $312K | Buy |
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