Bluestem Financial Advisors’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 | $6.58M | Sell |
83,612
-7,300
| -8% | -$575K | 2.82% | 6 |
|
|
2025
Q1 | $7.12M | Sell |
90,912
-298
| -0.3% | -$23.3K | 3.33% | 6 |
|
|
2024
Q4 | $7.05M | Sell |
91,210
-4,901
| -5% | -$379K | 3.32% | 6 |
|
|
2024
Q3 | $7.56M | Sell |
96,111
-103,370
| -52% | -$8.13M | 3.53% | 6 |
|
|
2024
Q2 | $15.3M | Sell |
199,481
-113,775
| -36% | -$8.73M | 7.73% | 5 |
|
|
2024
Q1 | $24M | Buy |
313,256
+4,965
| +2% | +$381K | 12.41% | 3 |
|
|
2023
Q4 | $23.7M | Sell |
308,291
-9,151
| -3% | -$705K | 13.81% | 2 |
|
|
2023
Q3 | $23.9M | Sell |
317,442
-20,820
| -6% | -$1.57M | 14.56% | 2 |
|
|
2023
Q2 | $25.6M | Buy |
338,262
+14,321
| +4% | +$1.08M | 15.46% | 2 |
|
|
2023
Q1 | $24.8M | Buy |
323,941
+14,601
| +5% | +$1.12M | 15.26% | 2 |
|
|
2022
Q4 | $23.3M | Sell |
309,340
-45,166
| -13% | -$3.4M | 15.31% | 2 |
|
|
2022
Q3 | $26.5M | Sell |
354,506
-3,237
| -0.9% | -$242K | 18.77% | 2 |
|
|
2022
Q2 | $27.5M | Buy |
357,743
+528
| +0.1% | +$40.5K | 19.1% | 2 |
|
|
2022
Q1 | $27.8M | Sell |
357,215
-23,441
| -6% | -$1.83M | 17.46% | 2 |
|
|
2021
Q4 | $30.8M | Buy |
380,656
+13,907
| +4% | +$1.12M | 19.12% | 2 |
|
|
2021
Q3 | $30.1M | Buy |
366,749
+36,955
| +11% | +$3.03M | 19.63% | 2 |
|
|
2021
Q2 | $27.1M | Buy |
329,794
+47,779
| +17% | +$3.93M | 18.26% | 2 |
|
|
2021
Q1 | $23.2M | Buy |
282,015
+11,737
| +4% | +$965K | 16.5% | 2 |
|
|
2020
Q4 | $22.4M | Buy |
270,278
+17,267
| +7% | +$1.43M | 16.42% | 2 |
|
|
2020
Q3 | $21M | Buy |
253,011
+20,492
| +9% | +$1.7M | 17.69% | 2 |
|
|
2020
Q2 | $19.3M | Sell |
232,519
-6,239
| -3% | -$519K | 17.68% | 2 |
|
|
2020
Q1 | $19.6M | Sell |
238,758
-7,525
| -3% | -$618K | 21.11% | 2 |
|
|
2019
Q4 | $19.9M | Buy |
+246,283
| New | +$19.9M | 18.03% | 2 |
|