CFA
Cahill Financial Advisors’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 | $12.1M | Sell |
153,712
-27,394
| -15% | -$2.16M | 1.5% | 17 |
|
|
2025
Q1 | $14.2M | Sell |
181,106
-10,128
| -5% | -$793K | 1.93% | 16 |
|
|
2024
Q4 | $14.8M | Sell |
191,234
-20,293
| -10% | -$1.57M | 2% | 16 |
|
|
2024
Q3 | $16.6M | Buy |
211,527
+9,776
| +5% | +$769K | 2.28% | 16 |
|
|
2024
Q2 | $15.5M | Buy |
201,751
+3,792
| +2% | +$291K | 2.12% | 14 |
|
|
2024
Q1 | $15.2M | Sell |
197,959
-428
| -0.2% | -$32.8K | 2.07% | 14 |
|
|
2023
Q4 | $15.3M | Sell |
198,387
-2,873
| -1% | -$221K | 2.26% | 12 |
|
|
2023
Q3 | $15.1M | Buy |
201,260
+4,736
| +2% | +$356K | 2.51% | 10 |
|
|
2023
Q2 | $14.9M | Buy |
196,524
+11,064
| +6% | +$836K | 2.4% | 11 |
|
|
2023
Q1 | $14.2M | Buy |
185,460
+12,632
| +7% | +$966K | 2.52% | 10 |
|
|
2022
Q4 | $13M | Sell |
172,828
-33,764
| -16% | -$2.54M | 2.5% | 10 |
|
|
2022
Q3 | $15.5M | Sell |
206,592
-1,797
| -0.9% | -$134K | 3.26% | 5 |
|
|
2022
Q2 | $16M | Sell |
208,389
-19,868
| -9% | -$1.53M | 3.4% | 5 |
|
|
2022
Q1 | $17.8M | Sell |
228,257
-4,850
| -2% | -$378K | 3.34% | 5 |
|
|
2021
Q4 | $18.8M | Sell |
233,107
-23,050
| -9% | -$1.86M | 3.64% | 4 |
|
|
2021
Q3 | $21M | Sell |
256,157
-9,648
| -4% | -$791K | 4.3% | 3 |
|
|
2021
Q2 | $21.8M | Buy |
265,805
+47,365
| +22% | +$3.89M | 4.91% | 2 |
|
|
2021
Q1 | $18M | Sell |
218,440
-4,624
| -2% | -$380K | 4.38% | 3 |
|
|
2020
Q4 | $18.5M | Buy |
223,064
+14,816
| +7% | +$1.23M | 4.66% | 3 |
|
|
2020
Q3 | $17.3M | Buy |
208,248
+37,435
| +22% | +$3.11M | 6.23% | 2 |
|
|
2020
Q2 | $14.2M | Buy |
170,813
+116,285
| +213% | +$9.67M | 5.49% | 3 |
|
|
2020
Q1 | $4.48M | Buy |
54,528
+22,892
| +72% | +$1.88M | 2.08% | 8 |
|
|
2019
Q4 | $2.55M | Buy |
31,636
+4,214
| +15% | +$340K | 0.93% | 30 |
|
|
2019
Q3 | $2.22M | Buy |
27,422
+20,555
| +299% | +$1.66M | 0.86% | 32 |
|
|
2019
Q2 | $554K | Sell |
6,867
-8,923
| -57% | -$720K | 0.22% | 96 |
|
|
2019
Q1 | $1.26M | Sell |
15,790
-43
| -0.3% | -$3.42K | 0.52% | 55 |
|
|
2018
Q4 | $1.24M | Sell |
15,833
-211
| -1% | -$16.6K | 0.62% | 46 |
|
|
2018
Q3 | $1.25M | Sell |
16,044
-6,981
| -30% | -$545K | 0.55% | 47 |
|
|
2018
Q2 | $1.8M | Sell |
23,025
-2,785
| -11% | -$218K | 0.83% | 32 |
|
|
2018
Q1 | $2.03M | Sell |
25,810
-755
| -3% | -$59.2K | 0.97% | 27 |
|
|
2017
Q4 | $2.1M | Buy |
26,565
+286
| +1% | +$22.6K | 1.06% | 27 |
|
|
2017
Q3 | $2.1M | Sell |
26,279
-2,232
| -8% | -$178K | 1.11% | 26 |
|
|
2017
Q2 | $2.28M | Sell |
28,511
-816
| -3% | -$65.2K | 1.26% | 22 |
|
|
2017
Q1 | $2.34M | Buy |
29,327
+1,435
| +5% | +$114K | 1.35% | 23 |
|
|
2016
Q4 | $2.22M | Sell |
27,892
-1,849
| -6% | -$147K | 1.35% | 24 |
|
|
2016
Q3 | $2.4M | Buy |
29,741
+1,416
| +5% | +$114K | 1.56% | 20 |
|
|
2016
Q2 | $2.3M | Sell |
28,325
-1,052
| -4% | -$85.3K | 1.6% | 19 |
|
|
2016
Q1 | $2.37M | Sell |
29,377
-2,048
| -7% | -$165K | 1.77% | 16 |
|
|
2015
Q4 | $2.5M | Buy |
31,425
+2,683
| +9% | +$214K | 2.04% | 12 |
|
|
2015
Q3 | $2.31M | Buy |
28,742
+1,448
| +5% | +$116K | 1.88% | 15 |
|
|
2015
Q2 | $2.19M | Sell |
27,294
-1,611
| -6% | -$129K | 1.64% | 20 |
|
|
2015
Q1 | $2.33M | Sell |
28,905
-6,462
| -18% | -$520K | 1.77% | 18 |
|
|
2014
Q4 | $2.83M | Sell |
35,367
-4,501
| -11% | -$360K | 2.18% | 12 |
|
|
2014
Q3 | $3.19M | Sell |
39,868
-5,184
| -12% | -$415K | 2.55% | 8 |
|
|
2014
Q2 | $3.62M | Sell |
45,052
-5,195
| -10% | -$417K | 2.84% | 4 |
|
|
2014
Q1 | $4.03M | Buy |
50,247
+1,266
| +3% | +$101K | 3.44% | 4 |
|
|
2013
Q4 | $3.92M | Buy |
+48,981
| New | +$3.92M | 3.39% | 4 |
|