Oakwell Private 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
2023
Q4
Sell
2023
Q3
$4.3M Sell
2023
Q2
$4.6M Buy
2023
Q1
$4.57M Sell
2022
Q4
$5.52M Sell
2022
Q3
$5.66M Sell
2022
Q2
$6.03M Sell
2022
Q1
$6.54M Sell
2021
Q4
$7.15M Sell
2021
Q3
$7.63M Buy
2021
Q2
$6.96M Buy
2021
Q1
$5.78M Buy
2020
Q4
$5.08M Buy