Sax 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $926K | Sell |
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|
2025
Q2 | $1.12M | Buy |
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|
2025
Q1 | $938K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $264K | Sell |
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|
2023
Q4 | $694K | Sell |
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|
2023
Q3 | $1.38M | Sell |
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|
2023
Q2 | $1.45M | Sell |
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|
2023
Q1 | $1.49M | Sell |
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|
2022
Q4 | $1.57M | Sell |
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|
2022
Q3 | $2.53M | Sell |
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|
2022
Q2 | $3.01M | Sell |
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|
2022
Q1 | $5.11M | Sell |
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|
2021
Q4 | $7.13M | Sell |
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|
2021
Q3 | $7.98M | Buy |
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|
2021
Q2 | $7.22M | Buy |
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|
2021
Q1 | $4.6M | Buy |
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|
2020
Q4 | $2.35M | Buy |
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