Mosaic Family Wealth Partners’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 | $2.41M | Buy |
30,612
+1,031
| +3% | +$81.1K | 0.31% | 41 |
|
|
2025
Q1 | $2.32M | Buy |
29,581
+5,358
| +22% | +$419K | 0.33% | 36 |
|
|
2024
Q4 | $1.87M | Buy |
24,223
+1,195
| +5% | +$92.3K | 0.27% | 40 |
|
|
2024
Q3 | $1.81M | Buy |
23,028
+1,922
| +9% | +$151K | 0.27% | 41 |
|
|
2024
Q2 | $1.62M | Buy |
21,106
+391
| +2% | +$30K | 0.26% | 44 |
|
|
2024
Q1 | $1.59M | Buy |
20,715
+6,654
| +47% | +$510K | 0.26% | 44 |
|
|
2023
Q4 | $1.08M | Sell |
14,061
-4,852
| -26% | -$374K | 0.19% | 64 |
|
|
2023
Q3 | $1.42M | Sell |
18,913
-386
| -2% | -$29K | 0.28% | 40 |
|
|
2023
Q2 | $1.46M | Sell |
19,299
-2,236
| -10% | -$169K | 0.29% | 43 |
|
|
2023
Q1 | $1.65M | Sell |
21,535
-181
| -0.8% | -$13.8K | 0.34% | 39 |
|
|
2022
Q4 | $1.63M | Buy |
+21,716
| New | +$1.63M | 0.46% | 37 |
|