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