AAS
Avantax Advisory Services’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 | $34.3M | Sell |
435,969
-17,099
| -4% | -$1.35M | 0.19% | 83 |
|
|
2025
Q1 | $35.5M | Sell |
453,068
-48,687
| -10% | -$3.81M | 0.22% | 72 |
|
|
2024
Q4 | $38.8M | Sell |
501,755
-11,704
| -2% | -$904K | 0.24% | 61 |
|
|
2024
Q3 | $40.4M | Sell |
513,459
-5,676,788
| -92% | -$447M | 0.27% | 53 |
|
|
2024
Q2 | $475M | Buy |
6,190,247
+948,753
| +18% | +$72.8M | 3.39% | 4 |
|
|
2024
Q1 | $402M | Buy |
5,241,494
+69,346
| +1% | +$5.32M | 3.57% | 5 |
|
|
2023
Q4 | $398M | Sell |
5,172,148
-98,321
| -2% | -$7.57M | 3.95% | 4 |
|
|
2023
Q3 | $396M | Buy |
5,270,469
+274,069
| +5% | +$20.6M | 4.44% | 4 |
|
|
2023
Q2 | $378M | Buy |
4,996,400
+2,885
| +0.1% | +$218K | 4.32% | 4 |
|
|
2023
Q1 | $382M | Buy |
4,993,515
+114,659
| +2% | +$8.77M | 4.68% | 4 |
|
|
2022
Q4 | $367M | Sell |
4,878,856
-338,159
| -6% | -$25.5M | 4.9% | 4 |
|
|
2022
Q3 | $390M | Buy |
5,217,015
+539,060
| +12% | +$40.3M | 5.99% | 3 |
|
|
2022
Q2 | $359M | Buy |
4,677,955
+409,583
| +10% | +$31.5M | 5.41% | 3 |
|
|
2022
Q1 | $333M | Buy |
4,268,372
+4,221,971
| +9,099% | +$329M | 4.57% | 3 |
|
|
2021
Q4 | $3.75M | Buy |
46,401
+9,614
| +26% | +$777K | 0.06% | 244 |
|
|
2021
Q3 | $3.02M | Buy |
36,787
+9,102
| +33% | +$746K | 0.05% | 266 |
|
|
2021
Q2 | $2.27M | Buy |
27,685
+4,421
| +19% | +$363K | 0.04% | 307 |
|
|
2021
Q1 | $1.91M | Buy |
23,264
+1,287
| +6% | +$106K | 0.04% | 296 |
|
|
2020
Q4 | $1.82M | Sell |
21,977
-65,905
| -75% | -$5.46M | 0.04% | 284 |
|
|
2020
Q3 | $7.3M | Buy |
87,882
+81,110
| +1,198% | +$6.74M | 0.12% | 144 |
|
|
2020
Q2 | $564K | Buy |
6,772
+1,084
| +19% | +$90.3K | 0.02% | 454 |
|
|
2020
Q1 | $467K | Buy |
5,688
+689
| +14% | +$56.6K | 0.01% | 452 |
|
|
2019
Q4 | $404K | Buy |
4,999
+1,963
| +65% | +$159K | 0.01% | 541 |
|
|
2019
Q3 | $248K | Sell |
3,036
-5,379
| -64% | -$439K | 0.01% | 479 |
|
|
2019
Q2 | $678K | Sell |
8,415
-1,374
| -14% | -$111K | 0.03% | 248 |
|
|
2019
Q1 | $779K | Sell |
9,789
-7,645
| -44% | -$608K | 0.04% | 214 |
|
|
2018
Q4 | $1.37M | Buy |
+17,434
| New | +$1.37M | 0.23% | 106 |
|