AFC
Adaptive Financial Consulting’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8M | Buy |
137,660
+1,417
| +1% | +$112K | 4.52% | 9 |
|
|
2025
Q1 | $10.7M | Buy |
136,243
+132
| +0.1% | +$10.3K | 4.57% | 9 |
|
|
2024
Q4 | $10.5M | Hold |
136,111
| – | – | 4.36% | 9 |
|
|
2024
Q3 | $10.7M | Sell |
136,111
-981
| -0.7% | -$77.2K | 4.36% | 11 |
|
|
2024
Q2 | $10.5M | Hold |
137,092
| – | – | 4.56% | 10 |
|
|
2024
Q1 | $10.5M | Buy |
137,092
+133,339
| +3,553% | +$10.2M | 4.69% | 10 |
|
|
2023
Q4 | $289K | Hold |
3,753
| – | – | 0.15% | 17 |
|
|
2023
Q3 | $282K | Hold |
3,753
| – | – | 0.16% | 17 |
|
|
2023
Q2 | $284K | Buy |
+3,753
| New | +$284K | 0.16% | 17 |
|
|
2021
Q1 | – | Sell |
-6,201
| Closed | -$514K | – | 18 |
|
|
2020
Q4 | $514K | Sell |
6,201
-419
| -6% | -$34.7K | 0.39% | 14 |
|
|
2020
Q3 | $550K | Hold |
6,620
| – | – | 0.43% | 14 |
|
|
2020
Q2 | $550K | Sell |
6,620
-401
| -6% | -$33.3K | 0.48% | 13 |
|
|
2020
Q1 | $577K | Buy |
7,021
+19
| +0.3% | +$1.56K | 0.59% | 14 |
|
|
2019
Q4 | $564K | Buy |
+7,002
| New | +$564K | 0.54% | 16 |
|