Waldron Private Wealth’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-18,122
| Closed | -$1.36M | – | 427 |
|
|
2022
Q4 | $1.36M | Hold |
18,122
| – | – | 0.08% | 130 |
|
|
2022
Q3 | $1.36M | Sell |
18,122
-7,165
| -28% | -$536K | 0.08% | 130 |
|
|
2022
Q2 | $1.94M | Buy |
+25,287
| New | +$1.94M | 0.11% | 112 |
|
|
2019
Q2 | – | Sell |
-4,201
| Closed | -$334K | – | 249 |
|
|
2019
Q1 | $334K | Buy |
+4,201
| New | +$334K | 0.04% | 179 |
|