Soundmark Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $10.1M | Buy |
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|
2023
Q4 | $7.15M | Buy |
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|
2023
Q3 | $6.81M | Buy |
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|
2023
Q2 | $6.06M | Buy |
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|
2023
Q1 | $5.46M | Sell |
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|
2022
Q4 | $5.42M | Buy |
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|
2022
Q3 | $4.43M | Buy |
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|
2022
Q2 | $3.25M | Buy |
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|
2022
Q1 | $2.75M | Buy |
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|
2021
Q4 | $1.87M | Sell |
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|
2021
Q3 | $2.35M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.91M | Buy |
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|
2020
Q4 | $1.53M | Buy |
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