AAMC
Asset Allocation & Management Company’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 | $1.4M | Hold |
17,772
| – | – | 0.65% | 23 |
|
|
2025
Q1 | $1.39M | Hold |
17,772
| – | – | 0.7% | 22 |
|
|
2024
Q4 | $1.37M | Buy |
17,772
+14,630
| +466% | +$1.13M | 0.75% | 22 |
|
|
2024
Q3 | $247K | Hold |
3,142
| – | – | 0.16% | 39 |
|
|
2024
Q2 | $241K | Hold |
3,142
| – | – | 0.16% | 43 |
|
|
2024
Q1 | $241K | Hold |
3,142
| – | – | 0.16% | 45 |
|
|
2023
Q4 | $242K | Hold |
3,142
| – | – | 0.16% | 43 |
|
|
2023
Q3 | $236K | Hold |
3,142
| – | – | 0.14% | 45 |
|
|
2023
Q2 | $237K | Hold |
3,142
| – | – | 0.09% | 57 |
|
|
2023
Q1 | $240K | Hold |
3,142
| – | – | 0.1% | 85 |
|
|
2022
Q4 | $237K | Hold |
3,142
| – | – | 0.09% | 111 |
|
|
2022
Q3 | $235K | Hold |
3,142
| – | – | 0.1% | 105 |
|
|
2022
Q2 | $241K | Hold |
3,142
| – | – | 0.1% | 102 |
|
|
2022
Q1 | $245K | Hold |
3,142
| – | – | 0.09% | 112 |
|
|
2021
Q4 | $254K | Hold |
3,142
| – | – | 0.09% | 106 |
|
|
2021
Q3 | $257K | Sell |
3,142
-9,930
| -76% | -$812K | 0.14% | 28 |
|
|
2021
Q2 | $1.07M | Hold |
13,072
| – | – | 0.5% | 26 |
|
|
2021
Q1 | $1.07M | Hold |
13,072
| – | – | 0.53% | 25 |
|
|
2020
Q4 | $1.08M | Sell |
13,072
-14,908
| -53% | -$1.24M | 0.7% | 17 |
|
|
2020
Q3 | $2.32M | Buy |
27,980
+18,050
| +182% | +$1.5M | 1.07% | 16 |
|
|
2020
Q2 | $825K | Hold |
9,930
| – | – | 0.4% | 23 |
|
|
2020
Q1 | $816K | Hold |
9,930
| – | – | 0.4% | 25 |
|
|
2019
Q4 | $800K | Buy |
+9,930
| New | +$800K | 0.3% | 29 |
|