Atlas Capital Advisors’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 | $82.6K | Buy |
1,050
+247
| +31% | +$19.4K | 0.01% | 562 |
|
|
2025
Q1 | $62.9K | Buy |
803
+2
| +0.2% | +$157 | 0.01% | 600 |
|
|
2024
Q4 | $62K | Buy |
801
+4
| +0.5% | +$309 | 0.01% | 570 |
|
|
2024
Q3 | $62.8K | Buy |
797
+329
| +70% | +$25.9K | 0.01% | 551 |
|
|
2024
Q2 | $35.9K | Hold |
468
| – | – | ﹤0.01% | 626 |
|
|
2024
Q1 | $35.9K | Sell |
468
-13,016
| -97% | -$998K | 0.01% | 613 |
|
|
2023
Q4 | $1.04M | Sell |
13,484
-10,265
| -43% | -$791K | 0.15% | 113 |
|
|
2023
Q3 | $1.79M | Sell |
23,749
-1,930
| -8% | -$145K | 0.29% | 66 |
|
|
2023
Q2 | $1.94M | Sell |
25,679
-1,268
| -5% | -$95.8K | 0.29% | 67 |
|
|
2023
Q1 | $2.06M | Buy |
26,947
+1,397
| +5% | +$107K | 0.32% | 61 |
|
|
2022
Q4 | $1.92M | Sell |
25,550
-125,414
| -83% | -$9.44M | 0.32% | 63 |
|
|
2022
Q3 | $11.3M | Buy |
150,964
+39,678
| +36% | +$2.97M | 2.06% | 6 |
|
|
2022
Q2 | $8.55M | Sell |
111,286
-134,257
| -55% | -$10.3M | 1.45% | 14 |
|
|
2022
Q1 | $19.1M | Sell |
245,543
-80,781
| -25% | -$6.29M | 2.97% | 1 |
|
|
2021
Q4 | $26.4M | Buy |
326,324
+318,422
| +4,030% | +$25.7M | 3.93% | 1 |
|
|
2021
Q3 | $647K | Sell |
7,902
-469
| -6% | -$38.4K | 0.1% | 165 |
|
|
2021
Q2 | $688K | Sell |
8,371
-1,013
| -11% | -$83.2K | 0.12% | 164 |
|
|
2021
Q1 | $771K | Buy |
+9,384
| New | +$771K | 0.15% | 128 |
|
|
2020
Q3 | – | Sell |
-5,939
| Closed | -$494K | – | 350 |
|
|
2020
Q2 | $494K | Buy |
+5,939
| New | +$494K | 0.12% | 183 |
|
|
2019
Q4 | – | Sell |
-4,101
| Closed | -$331K | – | 633 |
|
|
2019
Q3 | $331K | Buy |
4,101
+472
| +13% | +$38.1K | 0.1% | 246 |
|
|
2019
Q2 | $292K | Buy |
3,629
+2,959
| +442% | +$238K | 0.1% | 239 |
|
|
2019
Q1 | $53.3K | Buy |
+670
| New | +$53.3K | 0.02% | 414 |
|
|
2018
Q2 | – | Sell |
-198
| Closed | -$15.5K | – | 514 |
|
|
2018
Q1 | $15.5K | Buy |
+198
| New | +$15.5K | ﹤0.01% | 461 |
|