Quotient Wealth Partners’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
Q3
$213K Sell
2025
Q2
$347K Buy
2025
Q1
$326K Sell
2024
Q4
$450K Sell
2024
Q3
$950K Sell
2024
Q2
$1.48M Sell
2024
Q1
$7.46M Sell
2023
Q4
$32.7M Buy