Patten 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 | $3.5M | Buy |
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|
2025
Q1 | $3.33M | Buy |
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|
2024
Q4 | $3.23M | Buy |
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|
2024
Q3 | $3.02M | Buy |
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|
2024
Q2 | $2.62M | Sell |
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|
2024
Q1 | $2.73M | Buy |
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|
2023
Q4 | $2.58M | Buy |
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|
2023
Q3 | $1.52M | Buy |
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|
2023
Q2 | $1.5M | Sell |
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|
2023
Q1 | $1.58M | Buy |
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|
2022
Q4 | $1.48M | Buy |
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|
2022
Q3 | $1.14M | Sell |
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|
2022
Q2 | $1.29M | Buy |
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|
2022
Q1 | $981K | Sell |
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|
2021
Q4 | $1.19M | Buy |
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|
2021
Q3 | $1M | Buy |
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|
2021
Q2 | $711K | Buy |
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|
2021
Q1 | $457K | Buy |
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|
2020
Q4 | $453K | Buy |
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|
2020
Q3 | $425K | Sell |
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|
2020
Q2 | $536K | Buy |
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|
2020
Q1 | $384K | Sell |
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|
2019
Q4 | $432K | Sell |
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|
2019
Q3 | $435K | Buy |
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|
2019
Q2 | $431K | Buy |
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|
2019
Q1 | $302K | Buy |
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|
2018
Q4 | $240K | Buy |
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|
2018
Q3 | $16K | Sell |
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|
2018
Q2 | $55K | Sell |
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|
2018
Q1 | $172K | Sell |
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|
2017
Q4 | $194K | Buy |
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|
2017
Q3 | $196K | Sell |
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|
2017
Q2 | $202K | Buy |
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|
2017
Q1 | $119K | Hold |
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|
2016
Q4 | $119K | Hold |
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|
2016
Q3 | $121K | Hold |
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|
2016
Q2 | $122K | Hold |
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|
2016
Q1 | $121K | Hold |
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|
2015
Q4 | $119K | Sell |
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|
2015
Q3 | $130K | Hold |
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|
2015
Q2 | $130K | Buy |
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