Topel & Distasi 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
Q2 | – | Sell |
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|
2025
Q1 | $417K | Hold |
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|
2024
Q4 | $412K | Hold |
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|
2024
Q3 | $420K | Hold |
|
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|
2024
Q2 | $409K | Hold |
|
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|
2024
Q1 | $409K | Buy |
|
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|
2023
Q4 | $407K | Hold |
|
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|
2023
Q3 | $397K | Hold |
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|
2023
Q2 | $399K | Hold |
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|
2023
Q1 | $404K | Sell |
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|
2022
Q4 | $469K | Hold |
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|
2022
Q3 | $468K | Sell |
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|
2022
Q2 | $559K | Sell |
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|
2022
Q1 | $7.42M | Sell |
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|
2021
Q4 | $10.5M | Buy |
|