Strategic Wealth Partners’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 | $276K | Buy |
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2025
Q2 | $274K | Buy |
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|
2024
Q4 | $294K | Sell |
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|
2024
Q3 | $305K | Sell |
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|
2024
Q2 | $324K | Sell |
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|
2024
Q1 | $607K | Buy |
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|
2023
Q4 | $502K | Buy |
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|
2023
Q3 | $415K | Sell |
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|
2023
Q2 | $3.99M | Sell |
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|
2023
Q1 | $4.1M | Buy |
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|
2022
Q4 | $2.51M | Sell |
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|
2022
Q3 | $3.31M | Sell |
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|
2022
Q2 | $4.91M | Buy |
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|
2022
Q1 | $3.14M | Buy |
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|
2021
Q4 | $3.11M | Sell |
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|
2021
Q3 | $3.21M | Buy |
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|
2021
Q2 | $2.79M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $10K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $13K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $17K | Sell |
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|
2017
Q4 | $19K | Buy |
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