BFIM
Beese Fulmer Investment Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,093
| Closed | -$316K | – | 253 |
|
|
2024
Q4 | $316K | Sell |
4,093
-18
| -0.4% | -$1.39K | 0.03% | 188 |
|
|
2024
Q3 | $323K | Sell |
4,111
-289
| -7% | -$22.7K | 0.03% | 186 |
|
|
2024
Q2 | $337K | Sell |
4,400
-8
| -0.2% | -$614 | 0.03% | 177 |
|
|
2024
Q1 | $338K | Sell |
4,408
-6
| -0.1% | -$460 | 0.03% | 180 |
|
|
2023
Q4 | $340K | Hold |
4,414
| – | – | 0.04% | 174 |
|
|
2023
Q3 | $332K | Hold |
4,414
| – | – | 0.04% | 169 |
|
|
2023
Q2 | $334K | Hold |
4,414
| – | – | 0.04% | 172 |
|
|
2023
Q1 | $338K | Sell |
4,414
-50
| -1% | -$3.83K | 0.04% | 173 |
|
|
2022
Q4 | $336K | Hold |
4,464
| – | – | 0.04% | 172 |
|
|
2022
Q3 | $334K | Hold |
4,464
| – | – | 0.04% | 166 |
|
|
2022
Q2 | $343K | Hold |
4,464
| – | – | 0.04% | 168 |
|
|
2022
Q1 | $348K | Hold |
4,464
| – | – | 0.04% | 174 |
|
|
2021
Q4 | $361K | Sell |
4,464
-8,142
| -65% | -$658K | 0.04% | 176 |
|
|
2021
Q3 | $1.03M | Buy |
12,606
+8,205
| +186% | +$672K | 0.12% | 121 |
|
|
2021
Q2 | $362K | Buy |
4,401
+327
| +8% | +$26.9K | 0.04% | 166 |
|
|
2021
Q1 | $335K | Buy |
4,074
+918
| +29% | +$75.5K | 0.04% | 167 |
|
|
2020
Q4 | $262K | Sell |
3,156
-233
| -7% | -$19.3K | 0.03% | 177 |
|
|
2020
Q3 | $281K | Sell |
3,389
-300
| -8% | -$24.9K | 0.04% | 163 |
|
|
2020
Q2 | $307K | Buy |
3,689
+967
| +36% | +$80.5K | 0.05% | 151 |
|
|
2020
Q1 | $224K | Buy |
2,722
+233
| +9% | +$19.2K | 0.04% | 161 |
|
|
2019
Q4 | $201K | Hold |
2,489
| – | – | 0.03% | 194 |
|
|
2019
Q3 | $201K | Hold |
2,489
| – | – | 0.03% | 199 |
|
|
2019
Q2 | $200K | Buy |
+2,489
| New | +$200K | 0.04% | 170 |
|
|
2016
Q4 | – | Sell |
-2,489
| Closed | -$201K | – | 180 |
|
|
2016
Q3 | $201K | Hold |
2,489
| – | – | 0.05% | 160 |
|
|
2016
Q2 | $202K | Hold |
2,489
| – | – | 0.06% | 143 |
|
|
2016
Q1 | $201K | Buy |
+2,489
| New | +$201K | 0.06% | 143 |
|