Summit Wealth & Retirement Planning’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio BSV Stock Details BSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell
2023 Q4	$1.44M	Buy
2023 Q3	$829K	Sell
2023 Q2	$837K	Sell
2023 Q1	$932K	Sell
2022 Q4	$964K	Sell
2022 Q3	$3.65M	Buy
2022 Q2	$586K	Buy