BMM
Berkshire Money 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
Q2 | $62.3M | Buy |
791,653
+197,511
| +33% | +$15.5M | 6.56% | 4 |
|
|
2025
Q1 | $46.5M | Buy |
594,142
+27,581
| +5% | +$2.16M | 5.22% | 7 |
|
|
2024
Q4 | $43.8M | Buy |
566,561
+23,800
| +4% | +$1.84M | 4.76% | 8 |
|
|
2024
Q3 | $42.7M | Buy |
542,761
+20,919
| +4% | +$1.65M | 4.89% | 8 |
|
|
2024
Q2 | $40M | Buy |
521,842
+10,689
| +2% | +$820K | 4.86% | 8 |
|
|
2024
Q1 | $39.2M | Buy |
511,153
+59,057
| +13% | +$4.53M | 4.73% | 8 |
|
|
2023
Q4 | $34.8M | Sell |
452,096
-26,024
| -5% | -$2M | 4.63% | 8 |
|
|
2023
Q3 | $35.9M | Sell |
478,120
-6,910
| -1% | -$519K | 5.44% | 7 |
|
|
2023
Q2 | $36.7M | Buy |
485,030
+149,749
| +45% | +$11.3M | 5.3% | 6 |
|
|
2023
Q1 | $25.6M | Buy |
+335,281
| New | +$25.6M | 3.89% | 7 |
|
|
2020
Q2 | – | Sell |
-1,611
| Closed | -$132K | – | 49 |
|
|
2020
Q1 | $132K | Buy |
+1,611
| New | +$132K | 0.03% | 43 |
|
|
2015
Q4 | – | Sell |
-93,827
| Closed | -$7.5M | – | 24 |
|
|
2015
Q3 | $7.5M | Buy |
93,827
+311
| +0.3% | +$24.9K | 2.3% | 12 |
|
|
2015
Q2 | $7.5M | Sell |
93,516
-840
| -0.9% | -$67.4K | 2.21% | 12 |
|
|
2015
Q1 | $7.6M | Buy |
94,356
+696
| +0.7% | +$56K | 2.24% | 12 |
|
|
2014
Q4 | $7.49M | Buy |
+93,660
| New | +$7.49M | 2.24% | 12 |
|