Bragg 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 | $2.26M | Buy |
28,772
+1,351
| +5% | +$106K | 0.08% | 176 |
|
|
2025
Q1 | $2.15M | Sell |
27,421
-814
| -3% | -$63.7K | 0.09% | 168 |
|
|
2024
Q4 | $2.18M | Sell |
28,235
-1,629
| -5% | -$126K | 0.09% | 169 |
|
|
2024
Q3 | $2.35M | Buy |
29,864
+947
| +3% | +$74.5K | 0.1% | 164 |
|
|
2024
Q2 | $2.22M | Buy |
28,917
+1,963
| +7% | +$151K | 0.1% | 165 |
|
|
2024
Q1 | $2.07M | Sell |
26,954
-1,932
| -7% | -$148K | 0.09% | 166 |
|
|
2023
Q4 | $2.22M | Buy |
28,886
+1,875
| +7% | +$144K | 0.11% | 156 |
|
|
2023
Q3 | $2.03M | Buy |
27,011
+9,087
| +51% | +$683K | 0.11% | 161 |
|
|
2023
Q2 | $1.35M | Buy |
17,924
+7,370
| +70% | +$557K | 0.07% | 182 |
|
|
2023
Q1 | $807K | Buy |
10,554
+4,861
| +85% | +$372K | 0.05% | 208 |
|
|
2022
Q4 | $429K | Buy |
5,693
+2,851
| +100% | +$215K | 0.03% | 240 |
|
|
2022
Q3 | $213K | Sell |
2,842
-4,467
| -61% | -$335K | 0.01% | 289 |
|
|
2022
Q2 | $561K | Sell |
7,309
-6,030
| -45% | -$463K | 0.04% | 218 |
|
|
2022
Q1 | $1.04M | Sell |
13,339
-6,855
| -34% | -$534K | 0.06% | 189 |
|
|
2021
Q4 | $1.66M | Hold |
20,194
| – | – | 0.11% | 156 |
|
|
2021
Q3 | $1.66M | Buy |
20,194
+245
| +1% | +$20.1K | 0.11% | 156 |
|
|
2021
Q2 | $1.64M | Sell |
19,949
-2,471
| -11% | -$203K | 0.1% | 159 |
|
|
2021
Q1 | $1.84M | Buy |
22,420
+5,677
| +34% | +$467K | 0.12% | 150 |
|
|
2020
Q4 | $1.39M | Buy |
16,743
+7,232
| +76% | +$600K | 0.12% | 149 |
|
|
2020
Q3 | $790K | Sell |
9,511
-917
| -9% | -$76.2K | 0.08% | 165 |
|
|
2020
Q2 | $867K | Sell |
10,428
-2,395
| -19% | -$199K | 0.1% | 158 |
|
|
2020
Q1 | $1.05M | Sell |
12,823
-1,157
| -8% | -$95.1K | 0.14% | 145 |
|
|
2019
Q4 | $1.13M | Sell |
13,980
-3,355
| -19% | -$270K | 0.13% | 157 |
|
|
2019
Q3 | $1.4M | Sell |
17,335
-4,695
| -21% | -$379K | 0.17% | 145 |
|
|
2019
Q2 | $1.77M | Buy |
22,030
+3,735
| +20% | +$301K | 0.22% | 139 |
|
|
2019
Q1 | $1.46M | Buy |
18,295
+2,740
| +18% | +$218K | 0.19% | 146 |
|
|
2018
Q4 | $1.22M | Sell |
15,555
-5,505
| -26% | -$432K | 0.18% | 148 |
|
|
2018
Q3 | $1.64M | Sell |
21,060
-5,523
| -21% | -$431K | 0.22% | 137 |
|
|
2018
Q2 | $2.08M | Buy |
26,583
+2,943
| +12% | +$230K | 0.3% | 118 |
|
|
2018
Q1 | $1.85M | Buy |
23,640
+7,000
| +42% | +$549K | 0.27% | 123 |
|
|
2017
Q4 | $1.32M | Buy |
16,640
+1,715
| +11% | +$136K | 0.19% | 146 |
|
|
2017
Q3 | $1.19M | Buy |
14,925
+5,530
| +59% | +$441K | 0.18% | 150 |
|
|
2017
Q2 | $750K | Sell |
9,395
-3,670
| -28% | -$293K | 0.12% | 174 |
|
|
2017
Q1 | $1.04M | Sell |
13,065
-13,200
| -50% | -$1.05M | 0.17% | 158 |
|
|
2016
Q4 | $2.09M | Buy |
26,265
+7,250
| +38% | +$576K | 0.34% | 111 |
|
|
2016
Q3 | $1.54M | Buy |
19,015
+8,360
| +78% | +$676K | 0.27% | 132 |
|
|
2016
Q2 | $864K | Buy |
10,655
+3,190
| +43% | +$259K | 0.16% | 167 |
|
|
2016
Q1 | $602K | Sell |
7,465
-576
| -7% | -$46.5K | 0.12% | 188 |
|
|
2015
Q4 | $640K | Buy |
8,041
+538
| +7% | +$42.8K | 0.14% | 171 |
|
|
2015
Q3 | $603K | Sell |
7,503
-590
| -7% | -$47.4K | 0.14% | 164 |
|
|
2015
Q2 | $649K | Sell |
8,093
-1,885
| -19% | -$151K | 0.15% | 167 |
|
|
2015
Q1 | $803K | Buy |
9,978
+2,140
| +27% | +$172K | 0.19% | 146 |
|
|
2014
Q4 | $627K | Sell |
7,838
-201
| -3% | -$16.1K | 0.15% | 162 |
|
|
2014
Q3 | $644K | Hold |
8,039
| – | – | 0.16% | 161 |
|
|
2014
Q2 | $646K | Buy |
8,039
+2,531
| +46% | +$203K | 0.15% | 166 |
|
|
2014
Q1 | $441K | Hold |
5,508
| – | – | 0.11% | 184 |
|
|
2013
Q4 | $440K | Hold |
5,508
| – | – | 0.11% | 189 |
|
|
2013
Q3 | $443K | Buy |
+5,508
| New | +$443K | 0.12% | 184 |
|