Meritas 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 | $236K | Sell |
3,001
-86
| -3% | -$6.77K | 0.13% | 48 |
|
|
2025
Q1 | $242K | Hold |
3,087
| – | – | 0.14% | 46 |
|
|
2024
Q4 | $239K | Buy |
3,087
+79
| +3% | +$6.1K | 0.14% | 48 |
|
|
2024
Q3 | $237K | Hold |
3,008
| – | – | 0.15% | 47 |
|
|
2024
Q2 | $231K | Hold |
3,008
| – | – | 0.16% | 46 |
|
|
2024
Q1 | $231K | Hold |
3,008
| – | – | 0.16% | 44 |
|
|
2023
Q4 | $232K | Sell |
3,008
-9,047
| -75% | -$697K | 0.17% | 44 |
|
|
2023
Q3 | $906K | Buy |
12,055
+5
| +0% | +$376 | 0.69% | 18 |
|
|
2023
Q2 | $911K | Sell |
12,050
-265
| -2% | -$20K | 0.68% | 20 |
|
|
2023
Q1 | $942K | Sell |
12,315
-1,284
| -9% | -$98.2K | 0.74% | 17 |
|
|
2022
Q4 | $1.02M | Buy |
+13,599
| New | +$1.02M | 0.85% | 15 |
|