WealthShield 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 | $97.8K | Buy |
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|
2025
Q2 | $96.7K | Buy |
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|
2025
Q1 | $93.7K | Buy |
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|
2024
Q4 | $90.2K | Buy |
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|
2024
Q3 | $90.8K | Buy |
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|
2024
Q2 | $88.4K | Buy |
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|
2024
Q1 | $19.4K | Sell |
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|
2023
Q4 | $64.8K | Sell |
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|
2023
Q3 | $63.7K | Sell |
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|
2023
Q2 | $103K | Sell |
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|
2023
Q1 | $284K | Buy |
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|
2022
Q4 | $252K | Buy |
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|
2022
Q3 | $201K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $272K | Buy |
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|
2021
Q1 | $204K | Sell |
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|
2020
Q4 | $320K | Buy |
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|
2020
Q3 | $304K | Buy |
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|
2020
Q2 | $117K | Buy |
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|
2020
Q1 | $81K | Sell |
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|
2019
Q4 | $176K | Hold |
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|
2019
Q3 | $177K | Hold |
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|
2019
Q2 | $176K | Sell |
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|
2019
Q1 | $174K | Sell |
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|
2018
Q4 | $473K | Sell |
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|
2018
Q3 | $520K | Sell |
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|
2018
Q2 | $529K | Hold |
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|
2018
Q1 | $531K | Hold |
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|
2017
Q4 | $535K | Buy |
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