Ballentine 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 | $468K | Buy |
5,945
+193
| +3% | +$15.2K | 0.22% | 19 |
|
|
2025
Q1 | $450K | Sell |
5,752
-181
| -3% | -$14.2K | 0.23% | 19 |
|
|
2024
Q4 | $458K | Sell |
5,933
-29
| -0.5% | -$2.24K | 0.24% | 19 |
|
|
2024
Q3 | $469K | Sell |
5,962
-135
| -2% | -$10.6K | 0.24% | 19 |
|
|
2024
Q2 | $468K | Sell |
6,097
-679
| -10% | -$52.1K | 0.25% | 19 |
|
|
2024
Q1 | $517K | Sell |
6,776
-13,997
| -67% | -$1.07M | 0.28% | 18 |
|
|
2023
Q4 | $1.6M | Buy |
+20,773
| New | +$1.6M | 0.94% | 14 |
|