Life Planning Partners’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 | $541K | Hold |
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|
2025
Q2 | $540K | Sell |
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|
2025
Q1 | $563K | Hold |
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|
2024
Q4 | $555K | Sell |
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|
2024
Q3 | $567K | Sell |
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|
2024
Q2 | $564K | Sell |
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|
2024
Q1 | $582K | Buy |
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|
2023
Q4 | $175K | Buy |
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|
2022
Q3 | $159K | Buy |
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|
2022
Q2 | $63K | Buy |
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|
2022
Q1 | $58K | Buy |
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