Massachusetts Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.28M | Buy |
28,927
+560
| +2% | +$44.1K | 1.28% | 32 |
|
|
2025
Q1 | $2.22M | Buy |
28,367
+2,028
| +8% | +$159K | 1.52% | 24 |
|
|
2024
Q4 | $2.04M | Sell |
26,339
-481
| -2% | -$37.2K | 1.26% | 34 |
|
|
2024
Q3 | $2.11M | Sell |
26,820
-455
| -2% | -$35.8K | 1.33% | 33 |
|
|
2024
Q2 | $2.09M | Sell |
27,275
-150
| -0.5% | -$11.5K | 1.4% | 26 |
|
|
2024
Q1 | $2.1M | Sell |
27,425
-709
| -3% | -$54.4K | 1.48% | 22 |
|
|
2023
Q4 | $2.17M | Sell |
28,134
-1,028
| -4% | -$79.2K | 1.75% | 14 |
|
|
2023
Q3 | $2.19M | Buy |
+29,162
| New | +$2.19M | 2.01% | 13 |
|