BC
Burney Company’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $728K | Sell |
9,255
-6,777
| -42% | -$533K | 0.02% | 352 |
|
|
2025
Q1 | $1.26M | Buy |
16,032
+240
| +2% | +$18.8K | 0.05% | 285 |
|
|
2024
Q4 | $1.22M | Sell |
15,792
-318
| -2% | -$24.6K | 0.04% | 292 |
|
|
2024
Q3 | $1.27M | Sell |
16,110
-148
| -0.9% | -$11.6K | 0.05% | 285 |
|
|
2024
Q2 | $1.25M | Buy |
16,258
+621
| +4% | +$47.6K | 0.05% | 292 |
|
|
2024
Q1 | $1.2M | Sell |
15,637
-1,175
| -7% | -$90.1K | 0.05% | 301 |
|
|
2023
Q4 | $1.29M | Sell |
16,812
-5,846
| -26% | -$450K | 0.05% | 292 |
|
|
2023
Q3 | $1.7M | Sell |
22,658
-1,321
| -6% | -$99.3K | 0.08% | 243 |
|
|
2023
Q2 | $1.81M | Buy |
23,979
+2,370
| +11% | +$179K | 0.08% | 242 |
|
|
2023
Q1 | $1.65M | Sell |
21,609
-173,174
| -89% | -$13.2M | 0.08% | 247 |
|
|
2022
Q4 | $14.7M | Sell |
194,783
-10,621
| -5% | -$800K | 0.74% | 27 |
|
|
2022
Q3 | $15.4M | Sell |
205,404
-5,149
| -2% | -$385K | 0.85% | 18 |
|
|
2022
Q2 | $16.2M | Sell |
210,553
-7,629
| -3% | -$586K | 0.85% | 20 |
|
|
2022
Q1 | $17M | Sell |
218,182
-773
| -0.4% | -$60.2K | 0.78% | 20 |
|
|
2021
Q4 | $17.7M | Buy |
218,955
+2,229
| +1% | +$180K | 0.76% | 24 |
|
|
2021
Q3 | $17.8M | Sell |
216,726
-728
| -0.3% | -$59.7K | 0.83% | 17 |
|
|
2021
Q2 | $17.9M | Sell |
217,454
-36,402
| -14% | -$2.99M | 0.83% | 17 |
|
|
2021
Q1 | $20.9M | Sell |
253,856
-51,735
| -17% | -$4.25M | 1.03% | 8 |
|
|
2020
Q4 | $25.3M | Buy |
305,591
+104,393
| +52% | +$8.65M | 1.39% | 6 |
|
|
2020
Q3 | $16.7M | Buy |
201,198
+11,928
| +6% | +$991K | 1.04% | 9 |
|
|
2020
Q2 | $15.7M | Buy |
189,270
+21,277
| +13% | +$1.77M | 1.02% | 12 |
|
|
2020
Q1 | $13.8M | Buy |
167,993
+6,257
| +4% | +$514K | 1.06% | 17 |
|
|
2019
Q4 | $13M | Buy |
161,736
+17,254
| +12% | +$1.39M | 0.72% | 36 |
|
|
2019
Q3 | $11.7M | Buy |
144,482
+22,048
| +18% | +$1.78M | 0.7% | 35 |
|
|
2019
Q2 | $9.86M | Buy |
122,434
+12,445
| +11% | +$1M | 0.6% | 46 |
|
|
2019
Q1 | $8.75M | Buy |
109,989
+18,853
| +21% | +$1.5M | 0.54% | 49 |
|
|
2018
Q4 | $7.16M | Buy |
91,136
+12,109
| +15% | +$951K | 0.5% | 57 |
|
|
2018
Q3 | $6.17M | Sell |
79,027
-9,265
| -10% | -$723K | 0.37% | 88 |
|
|
2018
Q2 | $6.91M | Buy |
88,292
+20,067
| +29% | +$1.57M | 0.4% | 74 |
|
|
2018
Q1 | $5.35M | Sell |
68,225
-11,285
| -14% | -$885K | 0.33% | 96 |
|
|
2017
Q4 | $6.29M | Buy |
79,510
+130
| +0.2% | +$10.3K | 0.36% | 90 |
|
|
2017
Q3 | $6.34M | Buy |
79,380
+3,402
| +4% | +$272K | 0.41% | 79 |
|
|
2017
Q2 | $6.07M | Sell |
75,978
-3,151
| -4% | -$252K | 0.4% | 82 |
|
|
2017
Q1 | $6.31M | Buy |
79,129
+10,064
| +15% | +$802K | 0.42% | 82 |
|
|
2016
Q4 | $5.49M | Sell |
69,065
-16,210
| -19% | -$1.29M | 0.37% | 90 |
|
|
2016
Q3 | $6.89M | Buy |
85,275
+1,790
| +2% | +$145K | 0.49% | 76 |
|
|
2016
Q2 | $6.77M | Sell |
83,485
-1,485
| -2% | -$120K | 0.49% | 74 |
|
|
2016
Q1 | $6.85M | Buy |
84,970
+5,652
| +7% | +$456K | 0.5% | 73 |
|
|
2015
Q4 | $6.31M | Sell |
79,318
-3,070
| -4% | -$244K | 0.47% | 73 |
|
|
2015
Q3 | $6.62M | Buy |
82,388
+5,133
| +7% | +$413K | 0.51% | 70 |
|
|
2015
Q2 | $6.2M | Buy |
77,255
+4,045
| +6% | +$324K | 0.42% | 81 |
|
|
2015
Q1 | $5.9M | Buy |
73,210
+3,912
| +6% | +$315K | 0.4% | 82 |
|
|
2014
Q4 | $5.54M | Buy |
69,298
+2,995
| +5% | +$239K | 0.44% | 75 |
|
|
2014
Q3 | $5.31M | Buy |
66,303
+7,590
| +13% | +$608K | 0.46% | 76 |
|
|
2014
Q2 | $4.72M | Sell |
58,713
-1,280
| -2% | -$103K | 0.41% | 80 |
|
|
2014
Q1 | $4.81M | Buy |
59,993
+1,713
| +3% | +$137K | 0.44% | 76 |
|
|
2013
Q4 | $4.66M | Buy |
58,280
+2,540
| +5% | +$203K | 0.45% | 74 |
|
|
2013
Q3 | $4.48M | Buy |
55,740
+1,792
| +3% | +$144K | 0.5% | 68 |
|
|
2013
Q2 | $4.32M | Buy |
+53,948
| New | +$4.32M | 0.54% | 62 |
|