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Trajan Wealth’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.7M | Buy |
415,788
+64,727
| +18% | +$5.09M | 1.6% | 15 |
|
|
2025
Q1 | $27.5M | Buy |
351,061
+72,063
| +26% | +$5.64M | 1.5% | 17 |
|
|
2024
Q4 | $21.6M | Buy |
278,998
+55,004
| +25% | +$4.25M | 1.19% | 21 |
|
|
2024
Q3 | $17.6M | Buy |
223,994
+44,379
| +25% | +$3.49M | 1.04% | 28 |
|
|
2024
Q2 | $13.8M | Buy |
179,615
+27,909
| +18% | +$2.14M | 0.88% | 30 |
|
|
2024
Q1 | $11.6M | Buy |
+151,706
| New | +$11.6M | 0.79% | 34 |
|