R.M. Davis Inc’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
$354K Sell
2025
Q1
$356K Sell
2024
Q4
$394K Hold
2024
Q3
$401K Sell
2024
Q2
$449K Buy
2024
Q1
$360K Sell
2023
Q4
$497K Sell
2023
Q3
$571K Sell
2023
Q2
$629K Buy
2022
Q1
Sell
2021
Q4
$237K Hold
2021
Q3
$240K Buy