Aveo Capital Partners’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
Q1 | – | Sell |
-17,941
| Closed | -$1.39M | – | 202 |
|
|
2024
Q4 | $1.39M | Sell |
17,941
-337
| -2% | -$26K | 0.15% | 105 |
|
|
2024
Q3 | $1.44M | Buy |
18,278
+2,422
| +15% | +$191K | 0.15% | 106 |
|
|
2024
Q2 | $1.22M | Buy |
15,856
+1,205
| +8% | +$92.4K | 0.14% | 115 |
|
|
2024
Q1 | $1.12M | Buy |
14,651
+2,414
| +20% | +$184K | 0.12% | 134 |
|
|
2023
Q4 | $942K | Buy |
12,237
+424
| +4% | +$32.7K | 0.11% | 132 |
|
|
2023
Q3 | $888K | Buy |
11,813
+107
| +0.9% | +$8.04K | 0.12% | 133 |
|
|
2023
Q2 | $885K | Buy |
11,706
+658
| +6% | +$49.7K | 0.11% | 142 |
|
|
2023
Q1 | $845K | Buy |
11,048
+459
| +4% | +$35.1K | 0.11% | 130 |
|
|
2022
Q4 | $797K | Buy |
10,589
+1,752
| +20% | +$132K | 0.12% | 135 |
|
|
2022
Q3 | $661K | Sell |
8,837
-519
| -6% | -$38.8K | 0.11% | 136 |
|
|
2022
Q2 | $718K | Buy |
9,356
+275
| +3% | +$21.1K | 0.12% | 139 |
|
|
2022
Q1 | $707K | Buy |
9,081
+1,737
| +24% | +$135K | 0.12% | 142 |
|
|
2021
Q4 | $594K | Buy |
7,344
+427
| +6% | +$34.5K | 0.11% | 157 |
|
|
2021
Q3 | $567K | Sell |
6,917
-6,011
| -46% | -$493K | 0.12% | 150 |
|
|
2021
Q2 | $1.06M | Buy |
12,928
+898
| +7% | +$73.8K | 0.23% | 92 |
|
|
2021
Q1 | $989K | Buy |
+12,030
| New | +$989K | 0.25% | 87 |
|
|
2017
Q1 | – | Sell |
-4,046
| Closed | -$321K | – | 147 |
|
|
2016
Q4 | $321K | Buy |
+4,046
| New | +$321K | 0.09% | 134 |
|