Brewster Financial Planning’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 | $17.2M | Buy |
218,902
+11,193
| +5% | +$881K | 11.62% | 4 |
|
|
2025
Q1 | $16.3M | Buy |
207,709
+4,011
| +2% | +$314K | 12.02% | 4 |
|
|
2024
Q4 | $15.7M | Buy |
203,698
+11,873
| +6% | +$917K | 11.92% | 5 |
|
|
2024
Q3 | $15.1M | Buy |
191,825
+10,319
| +6% | +$812K | 11.7% | 5 |
|
|
2024
Q2 | $13.9M | Buy |
181,506
+9,233
| +5% | +$708K | 11.71% | 5 |
|
|
2024
Q1 | $13.2M | Buy |
172,273
+9,709
| +6% | +$744K | 11.36% | 5 |
|
|
2023
Q4 | $12.5M | Buy |
162,564
+663
| +0.4% | +$51.1K | 11.33% | 5 |
|
|
2023
Q3 | $12.2M | Buy |
161,901
+5,589
| +4% | +$420K | 12.18% | 5 |
|
|
2023
Q2 | $11.8M | Sell |
156,312
-3,656
| -2% | -$276K | 11.41% | 5 |
|
|
2023
Q1 | $12.2M | Buy |
159,968
+1,036
| +0.7% | +$79.2K | 12.27% | 4 |
|
|
2022
Q4 | $12M | Buy |
158,932
+2,873
| +2% | +$216K | 12.68% | 4 |
|
|
2022
Q3 | $11.7M | Buy |
156,059
+2,004
| +1% | +$150K | 13.64% | 4 |
|
|
2022
Q2 | $11.8M | Buy |
154,055
+802
| +0.5% | +$61.6K | 13.14% | 4 |
|
|
2022
Q1 | $11.9M | Buy |
153,253
+1,959
| +1% | +$153K | 11.48% | 5 |
|
|
2021
Q4 | $12.2M | Buy |
+151,294
| New | +$12.2M | 11.12% | 5 |
|