AFS
Axiom Financial Strategies’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 | $1.96M | Sell |
24,873
-3,411
| -12% | -$268K | 1.09% | 19 |
|
|
2025
Q1 | $2.21M | Sell |
28,284
-5,545
| -16% | -$434K | 1.31% | 17 |
|
|
2024
Q4 | $2.61M | Sell |
33,829
-333
| -1% | -$25.7K | 1.46% | 17 |
|
|
2024
Q3 | $2.69M | Sell |
34,162
-82,647
| -71% | -$6.5M | 1.42% | 18 |
|
|
2024
Q2 | $8.96M | Buy |
116,809
+2,098
| +2% | +$161K | 5.82% | 5 |
|
|
2024
Q1 | $8.79M | Sell |
114,711
-24,252
| -17% | -$1.86M | 5.6% | 5 |
|
|
2023
Q4 | $10.7M | Sell |
138,963
-925
| -0.7% | -$71.2K | 6.95% | 5 |
|
|
2023
Q3 | $10.5M | Buy |
139,888
+17,301
| +14% | +$1.3M | 7.06% | 5 |
|
|
2023
Q2 | $9.26M | Buy |
122,587
+36,011
| +42% | +$2.72M | 5.31% | 4 |
|
|
2023
Q1 | $6.62M | Sell |
86,576
-9,466
| -10% | -$724K | 3.68% | 10 |
|
|
2022
Q4 | $7.23M | Buy |
96,042
+745
| +0.8% | +$56.1K | 4.54% | 6 |
|
|
2022
Q3 | $7.13M | Buy |
95,297
+28,323
| +42% | +$2.12M | 3.79% | 8 |
|
|
2022
Q2 | $5.14M | Buy |
66,974
+6,941
| +12% | +$533K | 2.71% | 12 |
|
|
2022
Q1 | $4.62M | Buy |
60,033
+18,503
| +45% | +$1.42M | 2.33% | 15 |
|
|
2021
Q4 | $3.36M | Buy |
41,530
+1,694
| +4% | +$137K | 1.53% | 19 |
|
|
2021
Q3 | $3.26M | Buy |
39,836
+29,933
| +302% | +$2.45M | 1.54% | 18 |
|
|
2021
Q2 | $814K | Sell |
9,903
-445
| -4% | -$36.6K | 0.38% | 32 |
|
|
2021
Q1 | $851K | Sell |
10,348
-2,374
| -19% | -$195K | 0.42% | 31 |
|
|
2020
Q4 | $1.06M | Hold |
12,722
| – | – | 0.64% | 25 |
|
|
2020
Q3 | $1.06M | Sell |
12,722
-20,035
| -61% | -$1.66M | 0.64% | 25 |
|
|
2020
Q2 | $2.72M | Buy |
32,757
+4,000
| +14% | +$333K | 1.77% | 19 |
|
|
2020
Q1 | $2.36M | Buy |
+28,757
| New | +$2.36M | 1.91% | 17 |
|