Bull Oak Capital’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 | $4.99M | Buy |
63,428
+4,976
| +9% | +$392K | 2.27% | 11 |
|
|
2025
Q1 | $4.58M | Buy |
58,452
+4,445
| +8% | +$348K | 2.49% | 12 |
|
|
2024
Q4 | $4.17M | Buy |
54,007
+23,300
| +76% | +$1.8M | 2.32% | 11 |
|
|
2024
Q3 | $2.42M | Sell |
30,707
-55,440
| -64% | -$4.36M | 1.39% | 12 |
|
|
2024
Q2 | $6.61M | Buy |
86,147
+33,656
| +64% | +$2.58M | 4.25% | 8 |
|
|
2024
Q1 | $4.02M | Buy |
+52,491
| New | +$4.02M | 2.7% | 11 |
|
|
2023
Q4 | – | Sell |
-29,163
| Closed | -$2.19M | – | 40 |
|
|
2023
Q3 | $2.19M | Buy |
+29,163
| New | +$2.19M | 2.4% | 8 |
|
|
2022
Q4 | – | Sell |
-63,727
| Closed | -$4.77M | – | 16 |
|
|
2022
Q3 | $4.77M | Sell |
63,727
-51,495
| -45% | -$3.85M | 4.65% | 7 |
|
|
2022
Q2 | $8.85M | Buy |
+115,222
| New | +$8.85M | 8.18% | 5 |
|
|
2022
Q1 | – | Sell |
-41,337
| Closed | -$3.34M | – | 26 |
|
|
2021
Q4 | $3.34M | Buy |
+41,337
| New | +$3.34M | 3.03% | 14 |
|