Outlook Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $1.46M | Hold |
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|
2024
Q1 | $920K | Buy |
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|
2023
Q4 | $578K | Sell |
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|
2023
Q3 | $566K | Sell |
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|
2023
Q2 | $574K | Sell |
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|
2023
Q1 | $733K | Sell |
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|
2022
Q4 | $1.47M | Sell |
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|
2022
Q3 | $1.55M | Sell |
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|
2022
Q2 | $1.66M | Sell |
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|
2022
Q1 | $1.92M | Buy |
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|
2021
Q4 | $1.93M | Buy |
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|
2021
Q3 | $1.46M | Sell |
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|
2021
Q2 | $2.75M | Sell |
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|
2021
Q1 | $2.76M | Sell |
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|
2020
Q4 | $3.38M | Sell |
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|
2020
Q3 | $3.39M | Sell |
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|
2020
Q2 | $3.67M | Buy |
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