ML&R Wealth Management’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
2024
Q1
$617K Sell
2023
Q4
$863K Buy
2023
Q3
$722K Buy
2023
Q2
$607K Sell
2023
Q1
$1.2M Buy
2022
Q4
$569K Sell
2022
Q3
$589K Buy