BFO
Biltmore Family Office’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Sell |
2,993
-140
| -4% | -$11.1K | 0.04% | 188 |
|
|
2025
Q1 | $247K | Sell |
3,133
-417
| -12% | -$32.9K | 0.04% | 185 |
|
|
2024
Q4 | $277K | Sell |
3,550
-350
| -9% | -$27.3K | 0.05% | 177 |
|
|
2024
Q3 | $310K | Sell |
3,900
-258
| -6% | -$20.5K | 0.05% | 170 |
|
|
2024
Q2 | $321K | Sell |
4,158
-616
| -13% | -$47.6K | 0.06% | 151 |
|
|
2024
Q1 | $369K | Buy |
4,774
+132
| +3% | +$10.2K | 0.07% | 136 |
|
|
2023
Q4 | $359K | Sell |
4,642
-840
| -15% | -$65K | 0.07% | 136 |
|
|
2023
Q3 | $412K | Buy |
5,482
+400
| +8% | +$30.1K | 0.09% | 123 |
|
|
2023
Q2 | $385K | Sell |
5,082
-232
| -4% | -$17.6K | 0.08% | 134 |
|
|
2023
Q1 | $405K | Buy |
5,314
+16
| +0.3% | +$1.22K | 0.09% | 151 |
|
|
2022
Q4 | $398K | Sell |
5,298
-20,152
| -79% | -$1.52M | 0.08% | 153 |
|
|
2022
Q3 | $1.89M | Sell |
25,450
-3,916
| -13% | -$291K | 0.43% | 35 |
|
|
2022
Q2 | $2.24M | Sell |
29,366
-17,580
| -37% | -$1.34M | 0.56% | 31 |
|
|
2022
Q1 | $3.67M | Sell |
46,946
-36,890
| -44% | -$2.88M | 0.78% | 21 |
|
|
2021
Q4 | $6.81M | Sell |
83,836
-3,587
| -4% | -$292K | 1.3% | 10 |
|
|
2021
Q3 | $7.21M | Buy |
87,423
+71,412
| +446% | +$5.89M | 1.74% | 8 |
|
|
2021
Q2 | $1.32M | Buy |
+16,011
| New | +$1.32M | 0.38% | 41 |
|
|
2018
Q4 | – | Sell |
-79,995
| Closed | -$6.25M | – | 151 |
|
|
2018
Q3 | $6.25M | Sell |
79,995
-28,360
| -26% | -$2.22M | 2.98% | 3 |
|
|
2018
Q2 | $8.46M | Sell |
108,355
-5,125
| -5% | -$400K | 4.21% | 1 |
|
|
2018
Q1 | $8.9M | Sell |
113,480
-2,970
| -3% | -$233K | 3.95% | 1 |
|
|
2017
Q4 | $9.23M | Buy |
+116,450
| New | +$9.23M | 4.18% | 1 |
|