Websterrogers Financial 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
Q3 | $3.13M | Buy |
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|
2025
Q2 | $2.71M | Sell |
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|
2025
Q1 | $2.76M | Sell |
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|
2024
Q4 | $3.03M | Buy |
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|
2024
Q3 | $3.04M | Sell |
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|
2024
Q2 | $3.29M | Sell |
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|
2024
Q1 | $4.45M | Sell |
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|
2023
Q4 | $16.8M | Buy |
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|
2023
Q3 | $9.66M | Sell |
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|
2023
Q2 | $10.6M | Sell |
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|
2023
Q1 | $10.9M | Sell |
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|
2022
Q4 | $19.7M | Sell |
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|
2022
Q3 | $20.6M | Buy |
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|
2022
Q2 | $14.7M | Buy |
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|
2022
Q1 | $10.7M | Sell |
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|
2021
Q4 | $11.2M | Buy |
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|
2021
Q3 | $9M | Buy |
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|
2021
Q2 | $7.53M | Buy |
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|
2021
Q1 | $5.75M | Buy |
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|
2020
Q4 | $4.5M | Buy |
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