Shepherd Financial 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
Q2 | $1.43M | Sell |
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|
2025
Q1 | $2.01M | Sell |
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|
2024
Q4 | $7.84M | Buy |
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|
2024
Q3 | $7.92M | Buy |
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|
2024
Q2 | $7.71M | Sell |
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|
2024
Q1 | $7.75M | Buy |
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|
2023
Q4 | $7.68M | Sell |
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|
2023
Q3 | $7.79M | Buy |
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|
2023
Q2 | $7.66M | Sell |
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|
2023
Q1 | $9.94M | Buy |
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|
2022
Q4 | $5.61M | Buy |
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|
2022
Q3 | $5.01M | Sell |
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|
2022
Q2 | $5.24M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $10.3M | Sell |
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|
2021
Q3 | $11.2M | Buy |
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|
2021
Q2 | $10.1M | Buy |
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