Martel Wealth Advisors’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 | $66.3M | Buy |
|
|||||
|
2025
Q2 | $62.7M | Buy |
|
|||||
|
2025
Q1 | $61.1M | Buy |
|
|||||
|
2024
Q4 | $59.3M | Buy |
|
|||||
|
2024
Q3 | $55.3M | Buy |
|
|||||
|
2024
Q2 | $52.8M | Buy |
|
|||||
|
2024
Q1 | $51M | Buy |
|
|||||
|
2023
Q4 | $49.2M | Buy |
|
|||||
|
2023
Q3 | $47.1M | Buy |
|
|||||
|
2023
Q2 | $45.1M | Buy |
|
|||||
|
2023
Q1 | $44.6M | Buy |
|
|||||
|
2022
Q4 | $43M | Sell |
|
|||||
|
2022
Q3 | $43.3M | Sell |
|
|||||
|
2022
Q2 | $44.5M | Sell |
|
|||||
|
2022
Q1 | $45.3M | Buy |
|
|||||
|
2021
Q4 | $45.1M | Buy |
|
|||||
|
2021
Q3 | $43.1M | Buy |
|
|||||
|
2021
Q2 | $41.1M | Buy |
|
|||||
|
2021
Q1 | $36.8M | Buy |
|
|||||
|
2020
Q4 | $33.9M | Buy |
|
|||||
|
2020
Q3 | $31.2M | Buy |
|
|||||
|
2020
Q2 | $29.4M | Sell |
|
|||||
|
2020
Q1 | $30M | Buy |
|
|||||
|
2019
Q4 | $28.2M | Buy |
|
|||||
|
2019
Q3 | $27.5M | Buy |
|
|||||
|
2019
Q2 | $26.5M | Buy |
|
|||||
|
2019
Q1 | $25.6M | Buy |
|
|||||
|
2018
Q4 | $25M | Buy |
|
|||||
|
2018
Q3 | $24.6M | Buy |
|