BIA
BHK Investment 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 | $3.98M | Sell |
50,585
-1,748
| -3% | -$138K | 1.56% | 15 |
|
|
2025
Q1 | $4.1M | Sell |
52,333
-5,586
| -10% | -$437K | 1.73% | 14 |
|
|
2024
Q4 | $4.48M | Buy |
57,919
+1,700
| +3% | +$131K | 1.68% | 12 |
|
|
2024
Q3 | $4.42M | Buy |
56,219
+170
| +0.3% | +$13.4K | 1.65% | 14 |
|
|
2024
Q2 | $4.3M | Buy |
56,049
+32
| +0.1% | +$2.45K | 1.69% | 14 |
|
|
2024
Q1 | $4.29M | Buy |
56,017
+26,146
| +88% | +$2M | 1.65% | 14 |
|
|
2023
Q4 | $2.3M | Sell |
29,871
-24,238
| -45% | -$1.87M | 1.32% | 14 |
|
|
2023
Q3 | $4.07M | Buy |
54,109
+860
| +2% | +$64.6K | 1.87% | 11 |
|
|
2023
Q2 | $4.02M | Buy |
53,249
+323
| +0.6% | +$24.4K | 1.72% | 15 |
|
|
2023
Q1 | $4.05M | Buy |
52,926
+7,509
| +17% | +$574K | 1.77% | 15 |
|
|
2022
Q4 | $3.42M | Sell |
45,417
-6,205
| -12% | -$467K | 1.92% | 15 |
|
|
2022
Q3 | $3.86M | Sell |
51,622
-6,233
| -11% | -$466K | 1.94% | 15 |
|
|
2022
Q2 | $4.44M | Buy |
57,855
+3,252
| +6% | +$250K | 2% | 15 |
|
|
2022
Q1 | $4.25M | Sell |
54,603
-486
| -0.9% | -$37.9K | 1.78% | 15 |
|
|
2021
Q4 | $4.45M | Sell |
55,089
-1,102
| -2% | -$89.1K | 1.76% | 15 |
|
|
2021
Q3 | $4.6M | Buy |
56,191
+4,353
| +8% | +$357K | 1.9% | 15 |
|
|
2021
Q2 | $4.26M | Buy |
51,838
+9,005
| +21% | +$740K | 1.74% | 15 |
|
|
2021
Q1 | $3.55M | Hold |
42,833
| – | – | 1.65% | 15 |
|
|
2020
Q4 | $3.55M | Buy |
42,833
+5,781
| +16% | +$479K | 1.66% | 15 |
|
|
2020
Q3 | $3.08M | Buy |
37,052
+3,668
| +11% | +$305K | 1.73% | 15 |
|
|
2020
Q2 | $2.78M | Buy |
33,384
+1,475
| +5% | +$123K | 1.64% | 15 |
|
|
2020
Q1 | $2.62M | Sell |
31,909
-2,376
| -7% | -$195K | 1.87% | 15 |
|
|
2019
Q4 | $2.76M | Buy |
34,285
+3,241
| +10% | +$261K | 1.57% | 15 |
|
|
2019
Q3 | $2.51M | Buy |
31,044
+116
| +0.4% | +$9.37K | 1.45% | 15 |
|
|
2019
Q2 | $2.49M | Buy |
30,928
+3,200
| +12% | +$258K | 1.42% | 15 |
|
|
2019
Q1 | $2.21M | Buy |
27,728
+1,030
| +4% | +$82K | 1.34% | 18 |
|
|
2018
Q4 | $2.1M | Buy |
26,698
+229
| +0.9% | +$18K | 1.58% | 18 |
|
|
2018
Q3 | $2.07M | Sell |
26,469
-484
| -2% | -$37.8K | 1.39% | 18 |
|
|
2018
Q2 | $2.11M | Buy |
26,953
+1,279
| +5% | +$100K | 1.47% | 17 |
|
|
2018
Q1 | $2.01M | Buy |
25,674
+4,261
| +20% | +$334K | 1.49% | 16 |
|
|
2017
Q4 | $1.69M | Buy |
+21,413
| New | +$1.69M | 1.43% | 15 |
|