AIFAIM
American Institute for Advanced Investment Management’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 | $659K | Sell |
8,378
-215
| -3% | -$16.9K | 0.47% | 61 |
|
|
2025
Q1 | $673K | Buy |
8,593
+20
| +0.2% | +$1.57K | 0.51% | 54 |
|
|
2024
Q4 | $662K | Buy |
8,573
+85
| +1% | +$6.57K | 0.49% | 60 |
|
|
2024
Q3 | $668K | Buy |
8,488
+555
| +7% | +$43.7K | 0.48% | 59 |
|
|
2024
Q2 | $608K | Buy |
7,933
+260
| +3% | +$19.9K | 0.47% | 62 |
|
|
2024
Q1 | $588K | Buy |
7,673
+255
| +3% | +$19.6K | 0.47% | 63 |
|
|
2023
Q4 | $571K | Sell |
7,418
-400
| -5% | -$30.8K | 0.5% | 54 |
|
|
2023
Q3 | $588K | Sell |
7,818
-81
| -1% | -$6.09K | 0.54% | 53 |
|
|
2023
Q2 | $597K | Sell |
7,899
-510
| -6% | -$38.5K | 0.52% | 53 |
|
|
2023
Q1 | $643K | Sell |
8,409
-5,175
| -38% | -$396K | 0.69% | 42 |
|
|
2022
Q4 | $1.02M | Sell |
13,584
-2,772
| -17% | -$209K | 0.93% | 33 |
|
|
2022
Q3 | $1.22M | Hold |
16,356
| – | – | 1.14% | 26 |
|
|
2022
Q2 | $1.26M | Sell |
16,356
-1,005
| -6% | -$77.2K | 1.1% | 28 |
|
|
2022
Q1 | $1.35M | Sell |
17,361
-3,790
| -18% | -$295K | 0.98% | 30 |
|
|
2021
Q4 | $1.71M | Sell |
21,151
-1,500
| -7% | -$121K | 1.15% | 26 |
|
|
2021
Q3 | $1.86M | Buy |
22,651
+1,150
| +5% | +$94.2K | 1.32% | 24 |
|
|
2021
Q2 | $1.77M | Buy |
21,501
+2,460
| +13% | +$202K | 1.25% | 24 |
|
|
2021
Q1 | $1.57M | Buy |
19,041
+530
| +3% | +$43.6K | 1.19% | 26 |
|
|
2020
Q4 | $1.54M | Buy |
18,511
+1,335
| +8% | +$111K | 1.23% | 27 |
|
|
2020
Q3 | $1.43M | Sell |
17,176
-1,905
| -10% | -$158K | 1.28% | 26 |
|
|
2020
Q2 | $1.59M | Buy |
19,081
+2,755
| +17% | +$229K | 1.5% | 25 |
|
|
2020
Q1 | $1.34M | Sell |
16,326
-430
| -3% | -$35.3K | 1.46% | 22 |
|
|
2019
Q4 | $1.35M | Buy |
+16,756
| New | +$1.35M | 1.3% | 28 |
|