Stockman 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q3 | $585K | Buy |
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2025
Q2 | $561K | Sell |
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2025
Q1 | $568K | Buy |
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2024
Q4 | $512K | Buy |
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2024
Q3 | $509K | Sell |
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2024
Q2 | $553K | Buy |
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2024
Q1 | $532K | Buy |
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2023
Q4 | $478K | Buy |
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2023
Q3 | $465K | Sell |
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2023
Q2 | $480K | Buy |
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2023
Q1 | $453K | Buy |
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2022
Q4 | $345K | Buy |
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2021
Q4 | – | Sell |
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2021
Q3 | $275K | Buy |
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2021
Q2 | $214K | Buy |
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2021
Q1 | $205K | Buy |
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2020
Q4 | $201K | Buy |
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2016
Q1 | – | Sell |
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2015
Q4 | $533K | Sell |
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2015
Q3 | $563K | Buy |
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2015
Q2 | $441K | Sell |
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2015
Q1 | $527K | Sell |
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2014
Q4 | $684K | Buy |
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