Berger 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 | $301K | Sell |
3,828
-288
| -7% | -$22.7K | 0.02% | 333 |
|
|
2025
Q1 | $322K | Buy |
4,116
+82
| +2% | +$6.42K | 0.02% | 321 |
|
|
2024
Q4 | $312K | Sell |
4,034
-149
| -4% | -$11.5K | 0.02% | 314 |
|
|
2024
Q3 | $329K | Sell |
4,183
-581
| -12% | -$45.7K | 0.02% | 287 |
|
|
2024
Q2 | $365K | Sell |
4,764
-124
| -3% | -$9.51K | 0.03% | 251 |
|
|
2024
Q1 | $375K | Buy |
4,888
+160
| +3% | +$12.3K | 0.03% | 243 |
|
|
2023
Q4 | $364K | Buy |
4,728
+284
| +6% | +$21.9K | 0.04% | 200 |
|
|
2023
Q3 | $334K | Sell |
4,444
-2,032
| -31% | -$153K | 0.04% | 193 |
|
|
2023
Q2 | $489K | Sell |
6,476
-2,386
| -27% | -$180K | 0.06% | 159 |
|
|
2023
Q1 | $678K | Sell |
8,862
-191
| -2% | -$14.6K | 0.08% | 131 |
|
|
2022
Q4 | $682K | Sell |
9,053
-63
| -0.7% | -$4.74K | 0.09% | 130 |
|
|
2022
Q3 | $682K | Sell |
9,116
-3,589
| -28% | -$269K | 0.1% | 118 |
|
|
2022
Q2 | $976K | Sell |
12,705
-356
| -3% | -$27.3K | 0.14% | 94 |
|
|
2022
Q1 | $1.02M | Buy |
13,061
+1,876
| +17% | +$146K | 0.13% | 103 |
|
|
2021
Q4 | $904K | Sell |
11,185
-1,095
| -9% | -$88.5K | 0.12% | 109 |
|
|
2021
Q3 | $1.01M | Sell |
12,280
-114
| -0.9% | -$9.34K | 0.18% | 77 |
|
|
2021
Q2 | $1.02M | Buy |
12,394
+2,288
| +23% | +$188K | 0.18% | 81 |
|
|
2021
Q1 | $831K | Sell |
10,106
-684
| -6% | -$56.2K | 0.18% | 80 |
|
|
2020
Q4 | $894K | Buy |
+10,790
| New | +$894K | 0.16% | 99 |
|