Arkadios Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3M | Buy |
38,156
+15,078
| +65% | +$1.19M | 0.09% | 245 |
|
|
2025
Q1 | $1.81M | Buy |
23,078
+15,675
| +212% | +$1.23M | 0.07% | 311 |
|
|
2024
Q4 | $572K | Sell |
7,403
-1,053
| -12% | -$81.4K | 0.03% | 498 |
|
|
2024
Q3 | $665K | Sell |
8,456
-4,205
| -33% | -$331K | 0.04% | 445 |
|
|
2024
Q2 | $971K | Sell |
12,661
-74,318
| -85% | -$5.7M | 0.07% | 287 |
|
|
2024
Q1 | $6.67M | Buy |
86,979
+59,164
| +213% | +$4.54M | 0.52% | 39 |
|
|
2023
Q4 | $2.14M | Buy |
27,815
+5,959
| +27% | +$459K | 0.18% | 124 |
|
|
2023
Q3 | $1.64M | Buy |
21,856
+1,037
| +5% | +$78K | 0.16% | 147 |
|
|
2023
Q2 | $1.57M | Buy |
20,819
+8,836
| +74% | +$668K | 0.18% | 132 |
|
|
2023
Q1 | $917K | Buy |
11,983
+2,046
| +21% | +$156K | 0.11% | 197 |
|
|
2022
Q4 | $748K | Buy |
9,937
+6,099
| +159% | +$459K | 0.1% | 211 |
|
|
2022
Q3 | $287K | Buy |
+3,838
| New | +$287K | 0.04% | 386 |
|
|
2021
Q4 | – | Sell |
-1,732
| Closed | -$141K | – | 729 |
|
|
2021
Q3 | $141K | Sell |
1,732
-135
| -7% | -$11K | 0.02% | 594 |
|
|
2021
Q2 | $153K | Buy |
1,867
+74
| +4% | +$6.06K | 0.02% | 603 |
|
|
2021
Q1 | $147K | Buy |
1,793
+1,659
| +1,238% | +$136K | 0.02% | 457 |
|
|
2020
Q4 | $11K | Buy |
+134
| New | +$11K | ﹤0.01% | 921 |
|