National Wealth Management Group’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 | – | Sell |
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|
2025
Q1 | $216K | Sell |
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|
2024
Q4 | $242K | Sell |
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|
2024
Q3 | $274K | Hold |
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|
2024
Q2 | $267K | Sell |
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|
2024
Q1 | $268K | Buy |
|
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|
2023
Q4 | $256K | Sell |
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|
2023
Q3 | $256K | Hold |
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|
2023
Q2 | $258K | Sell |
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|
2023
Q1 | $300K | Sell |
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|
2022
Q4 | $330K | Buy |
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|
2022
Q3 | $323K | Buy |
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|
2022
Q2 | $271K | Sell |
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|
2022
Q1 | $275K | Sell |
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|
2021
Q4 | $286K | Buy |
|