Acorn Financial Advisory Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $510K | Buy |
6,485
+501
| +8% | +$39.4K | 0.08% | 116 |
|
|
2025
Q1 | $468K | Buy |
5,984
+215
| +4% | +$16.8K | 0.08% | 110 |
|
|
2024
Q4 | $446K | Buy |
5,769
+560
| +11% | +$43.3K | 0.07% | 127 |
|
|
2024
Q3 | $410K | Buy |
5,209
+664
| +15% | +$52.2K | 0.07% | 128 |
|
|
2024
Q2 | $349K | Buy |
4,545
+322
| +8% | +$24.7K | 0.07% | 138 |
|
|
2024
Q1 | $324K | Sell |
4,223
-8,517
| -67% | -$653K | 0.06% | 150 |
|
|
2023
Q4 | $978K | Sell |
12,740
-893
| -7% | -$68.6K | 0.17% | 91 |
|
|
2023
Q3 | $1.02M | Sell |
13,633
-1,656
| -11% | -$124K | 0.18% | 85 |
|
|
2023
Q2 | $1.16M | Buy |
15,289
+832
| +6% | +$62.9K | 0.21% | 70 |
|
|
2023
Q1 | $1.11M | Sell |
14,457
-1,404
| -9% | -$107K | 0.22% | 66 |
|
|
2022
Q4 | $1.19M | Sell |
15,861
-7,028
| -31% | -$529K | 0.25% | 55 |
|
|
2022
Q3 | $1.71M | Buy |
22,889
+7,135
| +45% | +$534K | 0.41% | 31 |
|
|
2022
Q2 | $1.21M | Buy |
15,754
+468
| +3% | +$35.9K | 0.29% | 50 |
|
|
2022
Q1 | $1.19M | Buy |
15,286
+2,014
| +15% | +$157K | 0.24% | 67 |
|
|
2021
Q4 | $1.07M | Buy |
13,272
+2,468
| +23% | +$200K | 0.22% | 73 |
|
|
2021
Q3 | $885K | Sell |
10,804
-13,487
| -56% | -$1.1M | 0.27% | 84 |
|
|
2021
Q2 | $2M | Sell |
24,291
-2,069
| -8% | -$170K | 0.59% | 39 |
|
|
2021
Q1 | $2.17M | Buy |
26,360
+1,010
| +4% | +$83K | 0.79% | 23 |
|
|
2020
Q4 | $2.1M | Buy |
25,350
+4,469
| +21% | +$370K | 0.82% | 23 |
|
|
2020
Q3 | $1.73M | Buy |
20,881
+11,653
| +126% | +$968K | 0.91% | 19 |
|
|
2020
Q2 | $767K | Buy |
+9,228
| New | +$767K | 0.53% | 59 |
|