Waller Financial Planning 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 | $1.39M | Buy |
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|
2025
Q2 | $1.37M | Sell |
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|
2025
Q1 | $1.45M | Sell |
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|
2024
Q4 | $1.46M | Sell |
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|
2024
Q3 | $1.53M | Buy |
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|
2024
Q2 | $1.48M | Sell |
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|
2024
Q1 | $1.57M | Sell |
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|
2023
Q4 | $1.74M | Sell |
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|
2023
Q3 | $1.76M | Sell |
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|
2023
Q2 | $1.78M | Buy |
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|
2023
Q1 | $1.75M | Buy |
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|
2022
Q4 | $1.66M | Sell |
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|
2022
Q3 | $2.01M | Sell |
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|
2022
Q2 | $2.28M | Sell |
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|
2022
Q1 | $11.4M | Sell |
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|
2021
Q4 | $13.9M | Buy |
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|
2021
Q3 | $13.8M | Buy |
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|
2021
Q2 | $13.4M | Sell |
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|
2021
Q1 | $13.7M | Buy |
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|
2020
Q4 | $12.3M | Buy |
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|
2020
Q3 | $7.4M | Buy |
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|
2020
Q2 | $5.3M | Buy |
|