Allegiance Financial Group 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 | $1.16M | Buy |
14,734
+563
| +4% | +$44.3K | 0.31% | 34 |
|
|
2025
Q1 | $1.11M | Sell |
14,171
-1,532
| -10% | -$120K | 0.34% | 34 |
|
|
2024
Q4 | $1.21M | Buy |
15,703
+168
| +1% | +$13K | 0.39% | 35 |
|
|
2024
Q3 | $1.22M | Buy |
15,535
+130
| +0.8% | +$10.2K | 0.43% | 32 |
|
|
2024
Q2 | $1.18M | Sell |
15,405
-281
| -2% | -$21.6K | 0.45% | 32 |
|
|
2024
Q1 | $1.2M | Buy |
15,686
+107
| +0.7% | +$8.2K | 0.49% | 33 |
|
|
2023
Q4 | $1.2M | Sell |
15,579
-666
| -4% | -$51.3K | 0.56% | 33 |
|
|
2023
Q3 | $1.22M | Sell |
16,245
-487
| -3% | -$36.6K | 0.69% | 31 |
|
|
2023
Q2 | $1.26M | Sell |
16,732
-3,417
| -17% | -$258K | 0.74% | 31 |
|
|
2023
Q1 | $1.54M | Buy |
20,149
+3,255
| +19% | +$249K | 1.14% | 27 |
|
|
2022
Q4 | $1.27M | Buy |
+16,894
| New | +$1.27M | 1.22% | 27 |
|