AC
Apella Capital’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 | $127M | Sell |
1,621,727
-76,894
| -5% | -$6.01M | 3.44% | 4 |
|
|
2025
Q1 | $133M | Sell |
1,698,621
-117,230
| -6% | -$9.15M | 4.55% | 2 |
|
|
2024
Q4 | $140M | Sell |
1,815,851
-67,309
| -4% | -$5.2M | 5.38% | 2 |
|
|
2024
Q3 | $148M | Buy |
1,883,160
+113,824
| +6% | +$8.94M | 6.08% | 2 |
|
|
2024
Q2 | $136M | Buy |
1,769,336
+123,771
| +8% | +$9.51M | 6.08% | 2 |
|
|
2024
Q1 | $126M | Buy |
1,645,565
+254,520
| +18% | +$19.4M | 6.34% | 2 |
|
|
2023
Q4 | $107M | Buy |
1,391,045
+233,681
| +20% | +$17.9M | 5.95% | 2 |
|
|
2023
Q3 | $87M | Buy |
1,157,364
+54,800
| +5% | +$4.12M | 6.15% | 2 |
|
|
2023
Q2 | $83.3M | Buy |
+1,102,564
| New | +$83.3M | 5.93% | 3 |
|
|
2022
Q4 | $58.2M | Buy |
773,169
+190,547
| +33% | +$14.3M | 5.31% | 3 |
|
|
2022
Q3 | $43.6M | Buy |
582,622
+178,273
| +44% | +$13.3M | 5.07% | 4 |
|
|
2022
Q2 | $31.1M | Buy |
404,349
+34,941
| +9% | +$2.68M | 3.71% | 6 |
|
|
2022
Q1 | $28.8M | Buy |
369,408
+28,475
| +8% | +$2.22M | 4.05% | 6 |
|
|
2021
Q4 | $27.6M | Buy |
340,933
+38,868
| +13% | +$3.14M | 3.51% | 6 |
|
|
2021
Q3 | $24.8M | Buy |
302,065
+50,546
| +20% | +$4.14M | 3.56% | 6 |
|
|
2021
Q2 | $20.7M | Buy |
251,519
+71,157
| +39% | +$5.85M | 3.39% | 4 |
|
|
2021
Q1 | $14.8M | Buy |
180,362
+34,394
| +24% | +$2.83M | 4.67% | 3 |
|
|
2020
Q4 | $12.1M | Buy |
145,968
+49,429
| +51% | +$4.1M | 4.25% | 5 |
|
|
2020
Q3 | $8.02M | Buy |
96,539
+23,670
| +32% | +$1.97M | 3.22% | 6 |
|
|
2020
Q2 | $6.06M | Buy |
72,869
+11,622
| +19% | +$966K | 2.82% | 7 |
|
|
2020
Q1 | $5.03M | Buy |
+61,247
| New | +$5.03M | 2.94% | 7 |
|