Summit Wealth Group’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 | $603K | Buy |
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|
2025
Q2 | $598K | Sell |
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|
2025
Q1 | $646K | Sell |
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|
2024
Q4 | $727K | Sell |
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|
2024
Q3 | $1.09M | Sell |
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|
2024
Q2 | $1.12M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.26M | Sell |
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|
2023
Q1 | $22K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $419K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $9.82M | Buy |
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|
2020
Q3 | $7.69M | Buy |
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|
2020
Q2 | $7.58M | Buy |
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|
2020
Q1 | $7.44M | Buy |
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|
2019
Q4 | $6.7M | Buy |
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