Secured Retirement Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.06M | Sell |
26,137
-1,193
| -4% | -$93.9K | 1.23% | 22 |
|
|
2025
Q1 | $2.14M | Buy |
27,330
+3,134
| +13% | +$245K | 1.38% | 14 |
|
|
2024
Q4 | $1.87M | Sell |
24,196
-1,015
| -4% | -$78.4K | 1.07% | 32 |
|
|
2024
Q3 | $1.98M | Buy |
25,211
+3,865
| +18% | +$304K | 1.43% | 28 |
|
|
2024
Q2 | $1.64M | Buy |
21,346
+1,342
| +7% | +$103K | 1.28% | 33 |
|
|
2024
Q1 | $1.53M | Buy |
20,004
+2,271
| +13% | +$174K | 1.3% | 32 |
|
|
2023
Q4 | $1.37M | Buy |
+17,733
| New | +$1.37M | 1.31% | 32 |
|