Summit Financial Strategies’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 | $215K | Sell |
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|
2025
Q2 | $241K | Sell |
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|
2025
Q1 | $606K | Sell |
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|
2024
Q4 | $1.76M | Buy |
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|
2024
Q3 | $1.73M | Buy |
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|
2024
Q2 | $1.59M | Buy |
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|
2024
Q1 | $1.49M | Buy |
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|
2023
Q4 | $1.24M | Buy |
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|
2023
Q3 | $1.07M | Buy |
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|
2023
Q2 | $859K | Buy |
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|
2023
Q1 | $807K | Buy |
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|
2022
Q4 | $669K | Buy |
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|
2022
Q3 | $643K | Buy |
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|
2022
Q2 | $591K | Sell |
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|
2022
Q1 | $693K | Sell |
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|
2021
Q4 | $822K | Buy |
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|
2021
Q3 | $765K | Buy |
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|
2021
Q2 | $720K | Buy |
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