SOA Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.56K | Hold |
96
| – | – | ﹤0.01% | 626 |
|
|
2025
Q1 | $7.52K | Hold |
96
| – | – | ﹤0.01% | 594 |
|
|
2024
Q4 | $7.42K | Hold |
96
| – | – | ﹤0.01% | 581 |
|
|
2024
Q3 | $7.55K | Hold |
96
| – | – | ﹤0.01% | 566 |
|
|
2024
Q2 | $7.36K | Hold |
96
| – | – | ﹤0.01% | 569 |
|
|
2024
Q1 | $7.36K | Sell |
96
-313
| -77% | -$24K | ﹤0.01% | 575 |
|
|
2023
Q4 | $31.5K | Sell |
409
-47
| -10% | -$3.62K | 0.01% | 353 |
|
|
2023
Q3 | $34.3K | Hold |
456
| – | – | 0.01% | 335 |
|
|
2023
Q2 | $34.5K | Hold |
456
| – | – | 0.01% | 341 |
|
|
2023
Q1 | $34.9K | Hold |
456
| – | – | 0.01% | 330 |
|
|
2022
Q4 | $34.3K | Sell |
456
-634
| -58% | -$47.7K | 0.01% | 324 |
|
|
2022
Q3 | $81K | Buy |
1,090
+434
| +66% | +$32.3K | 0.02% | 219 |
|
|
2022
Q2 | $50K | Hold |
656
| – | – | 0.01% | 263 |
|
|
2022
Q1 | $51K | Hold |
656
| – | – | 0.01% | 309 |
|
|
2021
Q4 | $53K | Sell |
656
-613
| -48% | -$49.5K | 0.01% | 292 |
|
|
2021
Q3 | $103K | Buy |
1,269
+909
| +253% | +$73.8K | 0.03% | 212 |
|
|
2021
Q2 | $29K | Hold |
360
| – | – | 0.01% | 394 |
|
|
2021
Q1 | $29K | Sell |
360
-32
| -8% | -$2.58K | 0.01% | 335 |
|
|
2020
Q4 | $32K | Buy |
+392
| New | +$32K | 0.01% | 319 |
|