Beacon Investment Advisory Services’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 | $682K | Hold |
8,664
| – | – | 0.03% | 150 |
|
|
2025
Q1 | $678K | Hold |
8,664
| – | – | 0.03% | 148 |
|
|
2024
Q4 | $669K | Hold |
8,664
| – | – | 0.03% | 154 |
|
|
2024
Q3 | $682K | Sell |
8,664
-399
| -4% | -$31.4K | 0.03% | 157 |
|
|
2024
Q2 | $695K | Buy |
9,063
+298
| +3% | +$22.9K | 0.03% | 158 |
|
|
2024
Q1 | $672K | Buy |
8,765
+101
| +1% | +$7.74K | 0.03% | 162 |
|
|
2023
Q4 | $667K | Sell |
8,664
-352
| -4% | -$27.1K | 0.03% | 164 |
|
|
2023
Q3 | $678K | Sell |
9,016
-350
| -4% | -$26.3K | 0.03% | 169 |
|
|
2023
Q2 | $708K | Sell |
9,366
-800
| -8% | -$60.5K | 0.03% | 171 |
|
|
2023
Q1 | $778K | Sell |
10,166
-26
| -0.3% | -$1.99K | 0.04% | 160 |
|
|
2022
Q4 | $767K | Sell |
10,192
-67
| -0.7% | -$5.04K | 0.04% | 160 |
|
|
2022
Q3 | $768K | Sell |
10,259
-89
| -0.9% | -$6.66K | 0.04% | 158 |
|
|
2022
Q2 | $795K | Sell |
10,348
-464
| -4% | -$35.6K | 0.04% | 163 |
|
|
2022
Q1 | $842K | Sell |
10,812
-165
| -2% | -$12.9K | 0.04% | 174 |
|
|
2021
Q4 | $887K | Buy |
10,977
+5,334
| +95% | +$431K | 0.03% | 174 |
|
|
2021
Q3 | $462K | Sell |
5,643
-216
| -4% | -$17.7K | 0.02% | 210 |
|
|
2021
Q2 | $481K | Buy |
5,859
+684
| +13% | +$56.2K | 0.02% | 210 |
|
|
2021
Q1 | $425K | Sell |
5,175
-1,309
| -20% | -$108K | 0.02% | 217 |
|
|
2020
Q4 | $538K | Buy |
6,484
+265
| +4% | +$22K | 0.02% | 183 |
|
|
2020
Q3 | $516K | Sell |
6,219
-2,489
| -29% | -$207K | 0.03% | 172 |
|
|
2020
Q2 | $724K | Sell |
8,708
-379
| -4% | -$31.5K | 0.04% | 151 |
|
|
2020
Q1 | $747K | Sell |
9,087
-422
| -4% | -$34.7K | 0.05% | 143 |
|
|
2019
Q4 | $767K | Sell |
9,509
-299
| -3% | -$24.1K | 0.04% | 155 |
|
|
2019
Q3 | $792K | Sell |
9,808
-1,282
| -12% | -$104K | 0.08% | 127 |
|
|
2019
Q2 | $893K | Sell |
11,090
-2,105
| -16% | -$170K | 0.09% | 113 |
|
|
2019
Q1 | $1.05M | Sell |
13,195
-2,664
| -17% | -$212K | 0.11% | 111 |
|
|
2018
Q4 | $1.25M | Sell |
15,859
-6,610
| -29% | -$519K | 0.14% | 107 |
|
|
2018
Q3 | $1.75M | Sell |
22,469
-892
| -4% | -$69.6K | 0.17% | 96 |
|
|
2018
Q2 | $1.83M | Sell |
23,361
-11,590
| -33% | -$906K | 0.18% | 95 |
|
|
2018
Q1 | $2.74M | Sell |
34,951
-9,016
| -21% | -$707K | 0.28% | 86 |
|
|
2017
Q4 | $3.48M | Sell |
43,967
-22,532
| -34% | -$1.78M | 0.37% | 74 |
|
|
2017
Q3 | $5.31M | Buy |
66,499
+50,206
| +308% | +$4.01M | 0.46% | 63 |
|
|
2017
Q2 | $1.3M | Sell |
16,293
-3,295
| -17% | -$263K | 0.23% | 14 |
|
|
2017
Q1 | $1.56M | Buy |
19,588
+2,571
| +15% | +$205K | 0.3% | 10 |
|
|
2016
Q4 | $1.35M | Buy |
17,017
+313
| +2% | +$24.9K | 0.26% | 9 |
|
|
2016
Q3 | $1.35M | Buy |
16,704
+216
| +1% | +$17.5K | 0.3% | 8 |
|
|
2016
Q2 | $1.34M | Buy |
+16,488
| New | +$1.34M | 0.29% | 8 |
|