BPA
Beacon Pointe Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.2M | Buy |
282,197
+11,681
| +4% | +$919K | 0.23% | 101 |
|
|
2025
Q1 | $21.2M | Buy |
270,516
+14,025
| +5% | +$1.1M | 0.24% | 97 |
|
|
2024
Q4 | $19.8M | Buy |
256,491
+607
| +0.2% | +$46.9K | 0.22% | 106 |
|
|
2024
Q3 | $20.1M | Buy |
255,884
+2,211
| +0.9% | +$174K | 0.23% | 107 |
|
|
2024
Q2 | $19.5M | Sell |
253,673
-18,301
| -7% | -$1.4M | 0.23% | 100 |
|
|
2024
Q1 | $20.9M | Sell |
271,974
-4,178
| -2% | -$320K | 0.23% | 101 |
|
|
2023
Q4 | $21.3M | Sell |
276,152
-17,295
| -6% | -$1.33M | 0.25% | 94 |
|
|
2023
Q3 | $22.1M | Sell |
293,447
-27,152
| -8% | -$2.04M | 0.27% | 84 |
|
|
2023
Q2 | $24.2M | Sell |
320,599
-104,249
| -25% | -$7.88M | 0.4% | 58 |
|
|
2023
Q1 | $32.5M | Buy |
424,848
+10,865
| +3% | +$831K | 0.55% | 39 |
|
|
2022
Q4 | $31.2M | Buy |
413,983
+65,176
| +19% | +$4.91M | 0.6% | 34 |
|
|
2022
Q3 | $26.1M | Buy |
348,807
+43,035
| +14% | +$3.22M | 0.58% | 34 |
|
|
2022
Q2 | $23.5M | Sell |
305,772
-112,958
| -27% | -$8.67M | 0.5% | 45 |
|
|
2022
Q1 | $32.6M | Sell |
418,730
-96,468
| -19% | -$7.51M | 0.45% | 49 |
|
|
2021
Q4 | $41.6M | Buy |
515,198
+416,040
| +420% | +$33.6M | 1.09% | 15 |
|
|
2021
Q3 | $8.13M | Buy |
99,158
+11,410
| +13% | +$935K | 0.2% | 124 |
|
|
2021
Q2 | $7.21M | Sell |
87,748
-10,553
| -11% | -$867K | 0.26% | 99 |
|
|
2021
Q1 | $8.08M | Buy |
98,301
+2,315
| +2% | +$190K | 0.5% | 50 |
|
|
2020
Q4 | $7.95M | Sell |
95,986
-17,005
| -15% | -$1.41M | 0.54% | 40 |
|
|
2020
Q3 | $9.39M | Buy |
112,991
+556
| +0.5% | +$46.2K | 0.91% | 24 |
|
|
2020
Q2 | $9.34M | Buy |
112,435
+42,957
| +62% | +$3.57M | 0.94% | 25 |
|
|
2020
Q1 | $5.7M | Buy |
69,478
+43,048
| +163% | +$3.53M | 0.91% | 28 |
|
|
2019
Q4 | $2.13M | Buy |
26,430
+5,452
| +26% | +$439K | 0.66% | 39 |
|
|
2019
Q3 | $1.69M | Buy |
20,978
+1,160
| +6% | +$93.7K | 0.73% | 36 |
|
|
2019
Q2 | $1.6M | Sell |
19,818
-17,457
| -47% | -$1.4M | 0.58% | 46 |
|
|
2019
Q1 | $2.97M | Sell |
37,275
-3,220
| -8% | -$256K | 1.11% | 21 |
|
|
2018
Q4 | $3.18M | Buy |
+40,495
| New | +$3.18M | 1.93% | 9 |
|