WealthPLAN Partners’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 | $261K | Hold |
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|
2025
Q2 | $260K | Sell |
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|
2025
Q1 | $263K | Buy |
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|
2024
Q4 | $256K | Sell |
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|
2024
Q3 | $284K | Sell |
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|
2024
Q2 | $403K | Buy |
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|
2024
Q1 | $277K | Hold |
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|
2023
Q4 | $278K | Sell |
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|
2023
Q3 | $283K | Buy |
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|
2023
Q2 | $275K | Sell |
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|
2023
Q1 | $282K | Sell |
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|
2022
Q4 | $304K | Buy |
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|
2022
Q1 | $969K | Sell |
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|
2021
Q4 | $1.14M | Sell |
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|
2021
Q3 | $1.2M | Buy |
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|
2021
Q2 | $764K | Buy |
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|
2021
Q1 | $549K | Buy |
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|
2020
Q4 | $357K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $1.23M | Buy |
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|
2017
Q2 | $1M | Buy |
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|
2016
Q3 | $4.35K | Sell |
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|
2016
Q2 | $4.4K | Buy |
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|
2015
Q4 | $7.66K | Buy |
|