Bank Julius Baer & Co’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 | $543K | Buy |
6,900
+795
| +13% | +$62.6K | ﹤0.01% | 375 |
|
2025
Q1 | $540K | Sell |
6,105
-148
| -2% | -$13.1K | ﹤0.01% | 355 |
|
2024
Q4 | $533K | Buy |
6,253
+432
| +7% | +$36.8K | ﹤0.01% | 347 |
|
2024
Q3 | $543K | Buy |
+5,821
| New | +$543K | ﹤0.01% | 323 |
|
2024
Q2 | – | Sell |
-6,900
| Closed | -$529K | – | 498 |
|
2024
Q1 | $529K | Hold |
6,900
| – | – | ﹤0.01% | 310 |
|
2023
Q4 | $531K | Sell |
6,900
-85
| -1% | -$6.55K | ﹤0.01% | 326 |
|
2023
Q3 | $525K | Sell |
6,985
-1,193
| -15% | -$89.7K | ﹤0.01% | 313 |
|
2023
Q2 | $618K | Sell |
8,178
-153
| -2% | -$11.6K | ﹤0.01% | 314 |
|
2023
Q1 | $637K | Sell |
8,331
-669
| -7% | -$51.2K | ﹤0.01% | 323 |
|
2022
Q4 | $678K | Buy |
9,000
+142
| +2% | +$10.7K | ﹤0.01% | 311 |
|
2022
Q3 | $663K | Sell |
8,858
-142
| -2% | -$10.6K | 0.01% | 306 |
|
2022
Q2 | $691K | Hold |
9,000
| – | – | ﹤0.01% | 314 |
|
2022
Q1 | $701K | Sell |
9,000
-46,598
| -84% | -$3.63M | ﹤0.01% | 316 |
|
2021
Q4 | $4.49M | Buy |
55,598
+310
| +0.6% | +$25.1K | 0.02% | 210 |
|
2021
Q3 | $4.53M | Sell |
55,288
-3,816
| -6% | -$313K | 0.03% | 202 |
|
2021
Q2 | $4.86M | Buy |
59,104
+18,199
| +44% | +$1.5M | 0.03% | 218 |
|
2021
Q1 | $3.36M | Sell |
40,905
-30,108
| -42% | -$2.47M | 0.03% | 224 |
|
2020
Q4 | $5.89M | Sell |
71,013
-55,939
| -44% | -$4.64M | 0.05% | 175 |
|
2020
Q3 | $10.5M | Buy |
126,952
+51,472
| +68% | +$4.27M | 0.1% | 120 |
|
2020
Q2 | $6.27M | Buy |
75,480
+43,368
| +135% | +$3.6M | 0.07% | 134 |
|
2020
Q1 | $2.57M | Buy |
+32,112
| New | +$2.57M | 0.06% | 133 |
|