Soltis Investment 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
Q2 | $2.17M | Buy |
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|
2025
Q1 | $2.05M | Buy |
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|
2024
Q4 | $1.97M | Buy |
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|
2024
Q3 | $1.14M | Sell |
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|
2024
Q2 | $1.71M | Buy |
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|
2024
Q1 | $1.3M | Buy |
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|
2023
Q4 | $831K | Buy |
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|
2023
Q3 | $644K | Buy |
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|
2023
Q2 | $481K | Sell |
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|
2023
Q1 | $521K | Sell |
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|
2022
Q4 | $664K | Sell |
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|
2022
Q3 | $1.02M | Buy |
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|
2022
Q2 | $1.03M | Buy |
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|
2022
Q1 | $1.04M | Sell |
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|
2021
Q4 | $1.16M | Buy |
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|
2021
Q3 | $840K | Sell |
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|
2021
Q2 | $907K | Sell |
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|
2021
Q1 | $1.07M | Buy |
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|
2020
Q4 | $1.02M | Buy |
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|
2020
Q3 | $969K | Buy |
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|
2020
Q2 | $749K | Buy |
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|
2020
Q1 | $616K | Sell |
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|
2019
Q4 | $4.74M | Buy |
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