Waverly Advisors’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 | $698K | Sell |
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|
2025
Q1 | $776K | Buy |
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|
2024
Q4 | $685K | Buy |
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|
2024
Q3 | $495K | Sell |
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|
2024
Q2 | $560K | Buy |
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|
2024
Q1 | $414K | Buy |
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|
2023
Q4 | $260K | Sell |
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|
2023
Q3 | $257K | Sell |
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|
2023
Q2 | $314K | Sell |
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|
2023
Q1 | $562K | Sell |
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|
2022
Q4 | $555K | Buy |
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|
2022
Q3 | $462K | Hold |
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|
2022
Q2 | $474K | Buy |
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|
2022
Q1 | $469K | Buy |
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|
2021
Q4 | $478K | Hold |
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|
2021
Q3 | $489K | Hold |
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|
2021
Q2 | $495K | Hold |
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|
2021
Q1 | $496K | Hold |
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|
2020
Q4 | $499K | Buy |
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|
2020
Q3 | $257K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $115K | Buy |
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|
2013
Q3 | $25K | Buy |
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