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