SOA 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 | $7.58K | Hold |
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|
2025
Q2 | $7.55K | Hold |
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2025
Q1 | $7.51K | Hold |
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|
2024
Q4 | $7.42K | Hold |
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|
2024
Q3 | $7.55K | Hold |
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|
2024
Q2 | $7.36K | Hold |
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|
2024
Q1 | $7.36K | Sell |
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|
2023
Q4 | $31.5K | Sell |
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|
2023
Q3 | $34.3K | Hold |
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|
2023
Q2 | $34.5K | Hold |
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|
2023
Q1 | $34.9K | Hold |
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|
2022
Q4 | $34.3K | Sell |
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|
2022
Q3 | $81K | Buy |
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|
2022
Q2 | $50K | Hold |
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|
2022
Q1 | $51K | Hold |
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|
2021
Q4 | $53K | Sell |
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|
2021
Q3 | $103K | Buy |
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|
2021
Q2 | $29K | Hold |
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|
2021
Q1 | $29K | Sell |
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|
2020
Q4 | $32K | Buy |
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