Montag & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $851K | Buy |
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|
2025
Q1 | $792K | Buy |
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|
2024
Q4 | $771K | Hold |
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|
2024
Q3 | $785K | Sell |
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|
2024
Q2 | $963K | Sell |
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|
2024
Q1 | $967K | Sell |
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|
2023
Q4 | $985K | Sell |
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|
2023
Q3 | $1.04M | Sell |
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|
2023
Q2 | $1.06M | Buy |
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|
2023
Q1 | $638K | Buy |
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|
2022
Q4 | $180K | Buy |
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|
2022
Q3 | $166K | Sell |
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|
2022
Q2 | $229K | Sell |
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|
2022
Q1 | $340K | Hold |
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|
2021
Q4 | $353K | Hold |
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|
2021
Q3 | $358K | Buy |
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|
2021
Q2 | $286K | Sell |
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|
2021
Q1 | $306K | Buy |
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|
2020
Q4 | $267K | Buy |
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