Capital Advisors Inc’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $349K | Buy |
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|
2025
Q2 | $311K | Hold |
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|
2025
Q1 | $310K | Hold |
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|
2024
Q4 | $306K | Buy |
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|
2024
Q3 | $286K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $202K | Sell |
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|
2022
Q3 | $257K | Sell |
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|
2022
Q2 | $603K | Sell |
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|
2022
Q1 | $612K | Buy |
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|
2021
Q4 | $465K | Buy |
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|
2021
Q3 | $435K | Buy |
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|
2021
Q2 | $426K | Hold |
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|
2021
Q1 | $426K | Buy |
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|
2020
Q4 | $417K | Buy |
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|
2020
Q3 | $370K | Buy |
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|
2020
Q2 | $346K | Sell |
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|
2020
Q1 | $372K | Buy |
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|
2019
Q4 | $290K | Buy |
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|
2019
Q3 | $200K | Hold |
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|
2019
Q2 | $200K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.36M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $209K | Sell |
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|
2017
Q1 | $307K | Sell |
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|
2016
Q4 | $322K | Buy |
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