Meridian Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Meridian Wealth Management’s Portfolio BSV Stock Details BSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.73M	Sell	47,384 -6,283	-12%	-$494K	0.16%	136
2025 Q1	$4.2M	Sell	53,667 -3,303	-6%	-$259K	0.2%	110
2024 Q4	$4.4M	Sell	56,970 -2,718	-5%	-$210K	0.21%	101
2024 Q3	$4.7M	Buy	+59,688	New	+$4.7M	0.23%	94
2024 Q1	–	Sell	-69,998	Closed	-$5.39M	–	226
2023 Q4	$5.39M	Buy	69,998 +18,178	+35%	+$1.4M	0.34%	65
2023 Q3	$3.9M	Sell	51,820 -5,674	-10%	-$427K	0.24%	90
2023 Q2	$4.34M	Sell	57,494 -8,631	-13%	-$652K	0.37%	57
2023 Q1	$5.06M	Buy	66,125 +158	+0.2%	+$12.1K	0.44%	42
2022 Q4	$4.97M	Sell	65,967 -547	-0.8%	-$41.2K	0.49%	40
2022 Q3	$4.98M	Sell	66,514 -54,799	-45%	-$4.1M	0.54%	35
2022 Q2	$9.32M	Buy	121,313 +103,325	+574%	+$7.93M	0.76%	18
2022 Q1	$1.4M	Buy	17,988 +8,238	+84%	+$642K	0.15%	122
2021 Q4	$788K	Buy	9,750 +5,129	+111%	+$415K	0.08%	189
2021 Q3	$379K	Sell	4,621 -249	-5%	-$20.4K	0.05%	268
2021 Q2	$400K	Buy	4,870 +2	+0%	+$164	0.05%	260
2021 Q1	$400K	Sell	4,868 -614	-11%	-$50.5K	0.06%	245
2020 Q4	$454K	Sell	5,482 -568	-9%	-$47K	0.07%	197
2020 Q3	$502K	Buy	6,050 +1,157	+24%	+$96K	0.12%	143
2020 Q2	$406K	Buy	4,893 +723	+17%	+$60K	0.14%	136
2020 Q1	$342K	Buy	4,170 +223	+6%	+$18.3K	0.15%	141
2019 Q4	$318K	Buy	3,947 +69	+2%	+$5.56K	0.15%	145
2019 Q3	$313K	Sell	3,878 -15	-0.4%	-$1.21K	0.15%	145
2019 Q2	$3.14K	Buy	3,893 +1,246	+47%	+$1K	0.13%	137
2019 Q1	$211K	Buy	+2,647	New	+$211K	0.1%	179
2018 Q4	–	Sell	-2,931	Closed	-$229K	–	161
2018 Q3	$229K	Sell	2,931 -463	-14%	-$36.2K	0.1%	150
2018 Q2	$265K	Sell	3,394 -38	-1%	-$2.97K	0.12%	149
2018 Q1	$269K	Buy	3,432 +388	+13%	+$30.4K	0.13%	144
2017 Q4	$243K	Hold	3,044	–	–	0.15%	148
2017 Q3	$243K	Sell	3,044 -917	-23%	-$73.2K	0.15%	143
2017 Q2	$316K	Buy	3,961 +1,122	+40%	+$89.5K	0.2%	117
2017 Q1	$226K	Buy	2,839 +290	+11%	+$23.1K	0.14%	150
2016 Q4	$203K	Buy	+2,549	New	+$203K	0.16%	122