MGO Private Wealth’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 | $327K | Sell |
4,157
-2,449
| -37% | -$193K | 0.21% | 51 |
|
|
2025
Q1 | $517K | Hold |
6,606
| – | – | 0.36% | 41 |
|
|
2024
Q4 | $510K | Sell |
6,606
-2,145
| -25% | -$166K | 0.36% | 42 |
|
|
2024
Q3 | $689K | Sell |
8,751
-359
| -4% | -$28.3K | 0.49% | 33 |
|
|
2024
Q2 | $699K | Sell |
9,110
-367
| -4% | -$28.1K | 0.44% | 39 |
|
|
2024
Q1 | $727K | Sell |
9,477
-1,427
| -13% | -$109K | 0.46% | 36 |
|
|
2023
Q4 | $840K | Sell |
10,904
-293
| -3% | -$22.6K | 0.58% | 32 |
|
|
2023
Q3 | $842K | Sell |
11,197
-1,244
| -10% | -$93.5K | 0.63% | 34 |
|
|
2023
Q2 | $940K | Sell |
12,441
-95
| -0.8% | -$7.18K | 0.71% | 31 |
|
|
2023
Q1 | $959K | Sell |
12,536
-119,037
| -90% | -$9.11M | 0.75% | 31 |
|
|
2022
Q4 | $9.9M | Sell |
131,573
-111,544
| -46% | -$8.4M | 4.52% | 4 |
|
|
2022
Q3 | $18.2M | Buy |
+243,117
| New | +$18.2M | 8.65% | 2 |
|