Lokken Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Buy |
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|
2025
Q1 | $1.29M | Sell |
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|
2024
Q4 | $1.27M | Buy |
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|
2024
Q3 | $1.16M | Buy |
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|
2024
Q2 | $1.1M | Buy |
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|
2024
Q1 | $1.07M | Buy |
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|
2023
Q4 | $1.05M | Buy |
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|
2023
Q3 | $913K | Buy |
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|
2023
Q2 | $769K | Buy |
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|
2023
Q1 | $706K | Sell |
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|
2022
Q4 | $722K | Sell |
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|
2022
Q3 | $776K | Sell |
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|
2022
Q2 | $812K | Sell |
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|
2022
Q1 | $854K | Sell |
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|
2021
Q4 | $6.01M | Sell |
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|
2021
Q3 | $6.23M | Buy |
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|
2021
Q2 | $5.89M | Buy |
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|
2021
Q1 | $5.83M | Sell |
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|
2020
Q4 | $7.23M | Buy |
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