Apexium Financial’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 | $10.8M | Buy |
137,290
+55,203
| +67% | +$4.34M | 0.57% | 32 |
|
2025
Q1 | $6.43M | Buy |
82,087
+13,782
| +20% | +$1.08M | 0.38% | 40 |
|
2024
Q4 | $5.28M | Buy |
68,305
+17,786
| +35% | +$1.37M | 0.32% | 43 |
|
2024
Q3 | $3.98M | Buy |
50,519
+13,381
| +36% | +$1.05M | 0.26% | 43 |
|
2024
Q2 | $2.85M | Buy |
37,138
+1,787
| +5% | +$137K | 0.2% | 47 |
|
2024
Q1 | $2.71M | Sell |
35,351
-576
| -2% | -$44.2K | 0.21% | 49 |
|
2023
Q4 | $2.77M | Buy |
35,927
+4,232
| +13% | +$326K | 0.2% | 57 |
|
2023
Q3 | $2.38M | Buy |
31,695
+3,480
| +12% | +$262K | 0.24% | 49 |
|
2023
Q2 | $2.13M | Sell |
28,215
-507
| -2% | -$38.3K | 0.19% | 52 |
|
2023
Q1 | $2.2M | Sell |
28,722
-259
| -0.9% | -$19.8K | 0.22% | 51 |
|
2022
Q4 | $2.18M | Buy |
28,981
+812
| +3% | +$61.1K | 0.23% | 50 |
|
2022
Q3 | $2.11M | Buy |
28,169
+23,479
| +501% | +$1.76M | 0.26% | 48 |
|
2022
Q2 | $360K | Buy |
+4,690
| New | +$360K | 0.21% | 70 |
|