National Wealth Management Group’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
Q1 | $216K | Sell |
2,757
-377
| -12% | -$29.5K | 0.14% | 136 |
|
|
2024
Q4 | $242K | Sell |
3,134
-345
| -10% | -$26.7K | 0.16% | 124 |
|
|
2024
Q3 | $274K | Hold |
3,479
| – | – | 0.19% | 120 |
|
|
2024
Q2 | $267K | Sell |
3,479
-20
| -0.6% | -$1.53K | 0.2% | 110 |
|
|
2024
Q1 | $268K | Buy |
3,499
+171
| +5% | +$13.1K | 0.21% | 115 |
|
|
2023
Q4 | $256K | Sell |
3,328
-84
| -2% | -$6.47K | 0.25% | 113 |
|
|
2023
Q3 | $256K | Hold |
3,412
| – | – | 0.28% | 106 |
|
|
2023
Q2 | $258K | Sell |
3,412
-504
| -13% | -$38.1K | 0.27% | 104 |
|
|
2023
Q1 | $300K | Sell |
3,916
-468
| -11% | -$35.9K | 0.34% | 94 |
|
|
2022
Q4 | $330K | Buy |
4,384
+72
| +2% | +$5.42K | 0.4% | 85 |
|
|
2022
Q3 | $323K | Buy |
4,312
+785
| +22% | +$58.7K | 0.42% | 74 |
|
|
2022
Q2 | $271K | Sell |
3,527
-3
| -0.1% | -$230 | 0.34% | 80 |
|
|
2022
Q1 | $275K | Sell |
3,530
-9
| -0.3% | -$701 | 0.27% | 88 |
|
|
2021
Q4 | $286K | Buy |
+3,539
| New | +$286K | 0.27% | 94 |
|