Boston Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $238K | Hold |
3,076
| – | – | 0.01% | 308 |
|
|
2024
Q3 | $242K | Sell |
3,076
-1
| -0% | -$79 | 0.01% | 298 |
|
|
2024
Q2 | $236K | Sell |
3,077
-97
| -3% | -$7.44K | 0.01% | 305 |
|
|
2024
Q1 | $243K | Sell |
3,174
-124
| -4% | -$9.51K | 0.01% | 304 |
|
|
2023
Q4 | $254K | Sell |
3,298
-1,867
| -36% | -$144K | 0.01% | 295 |
|
|
2023
Q3 | $388K | Buy |
5,165
+80
| +2% | +$6.01K | 0.01% | 247 |
|
|
2023
Q2 | $384K | Sell |
5,085
-1,807
| -26% | -$137K | 0.01% | 252 |
|
|
2023
Q1 | $527K | Sell |
6,892
-779
| -10% | -$59.6K | 0.02% | 224 |
|
|
2022
Q4 | $577K | Sell |
7,671
-6,272
| -45% | -$472K | 0.02% | 216 |
|
|
2022
Q3 | $1.04M | Sell |
13,943
-48,884
| -78% | -$3.66M | 0.05% | 167 |
|
|
2022
Q2 | $4.82M | Buy |
62,827
+19,410
| +45% | +$1.49M | 0.21% | 83 |
|
|
2022
Q1 | $3.38M | Buy |
+43,417
| New | +$3.38M | 0.13% | 102 |
|
|
2018
Q2 | – | Sell |
-38,645
| Closed | -$3.03M | – | 263 |
|
|
2018
Q1 | $3.03M | Sell |
38,645
-1,985
| -5% | -$156K | 0.21% | 114 |
|
|
2017
Q4 | $3.21M | Sell |
40,630
-2,235
| -5% | -$177K | 0.22% | 117 |
|
|
2017
Q3 | $3.42M | Sell |
42,865
-2,908
| -6% | -$232K | 0.24% | 116 |
|
|
2017
Q2 | $3.66M | Sell |
45,773
-1,045
| -2% | -$83.4K | 0.26% | 114 |
|
|
2017
Q1 | $3.73M | Sell |
46,818
-1,250
| -3% | -$99.6K | 0.28% | 113 |
|
|
2016
Q4 | $3.82M | Sell |
48,068
-205
| -0.4% | -$16.3K | 0.3% | 109 |
|
|
2016
Q3 | $3.9M | Buy |
48,273
+250
| +0.5% | +$20.2K | 0.32% | 107 |
|
|
2016
Q2 | $3.89M | Buy |
+48,023
| New | +$3.89M | 0.32% | 108 |
|