Baron Financial Group’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 | $477K | Sell |
6,065
-290
| -5% | -$22.8K | 0.28% | 36 |
|
|
2025
Q1 | $497K | Sell |
6,355
-30
| -0.5% | -$2.35K | 0.31% | 36 |
|
|
2024
Q4 | $493K | Sell |
6,385
-10
| -0.2% | -$773 | 0.31% | 37 |
|
|
2024
Q3 | $503K | Sell |
6,395
-83
| -1% | -$6.53K | 0.31% | 37 |
|
|
2024
Q2 | $497K | Sell |
6,478
-225
| -3% | -$17.3K | 0.32% | 38 |
|
|
2024
Q1 | $514K | Buy |
6,703
+60
| +0.9% | +$4.6K | 0.32% | 37 |
|
|
2023
Q4 | $512K | Sell |
6,643
-3,140
| -32% | -$242K | 0.33% | 39 |
|
|
2023
Q3 | $735K | Sell |
9,783
-555
| -5% | -$41.7K | 0.48% | 35 |
|
|
2023
Q2 | $781K | Sell |
10,338
-962
| -9% | -$72.7K | 0.48% | 36 |
|
|
2023
Q1 | $864K | Sell |
11,300
-4,085
| -27% | -$312K | 0.55% | 34 |
|
|
2022
Q4 | $1.16M | Sell |
15,385
-59,914
| -80% | -$4.51M | 0.77% | 34 |
|
|
2022
Q3 | $5.63M | Sell |
75,299
-48,642
| -39% | -$3.64M | 3.8% | 6 |
|
|
2022
Q2 | $9.52M | Sell |
123,941
-4,585
| -4% | -$352K | 6.29% | 4 |
|
|
2022
Q1 | $10M | Buy |
128,526
+7,223
| +6% | +$563K | 5.81% | 4 |
|
|
2021
Q4 | $9.8M | Buy |
121,303
+12,890
| +12% | +$1.04M | 5.56% | 4 |
|
|
2021
Q3 | $8.88M | Buy |
108,413
+16,160
| +18% | +$1.32M | 5.39% | 5 |
|
|
2021
Q2 | $7.58M | Buy |
92,253
+17,555
| +24% | +$1.44M | 4.72% | 5 |
|
|
2021
Q1 | $6.14M | Buy |
74,698
+50,950
| +215% | +$4.19M | 4.23% | 7 |
|
|
2020
Q4 | $1.97M | Buy |
23,748
+18,165
| +325% | +$1.51M | 1.57% | 18 |
|
|
2020
Q3 | $464K | Buy |
+5,583
| New | +$464K | 0.44% | 29 |
|