Capital Insight Partners’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 | $910K | Sell |
11,568
-520
| -4% | -$40.9K | 0.16% | 97 |
|
|
2025
Q1 | $946K | Sell |
12,088
-537
| -4% | -$42K | 0.17% | 94 |
|
|
2024
Q4 | $976K | Sell |
12,625
-665
| -5% | -$51.4K | 0.17% | 95 |
|
|
2024
Q3 | $1.05M | Sell |
13,290
-1,933
| -13% | -$152K | 0.18% | 95 |
|
|
2024
Q2 | $1.17M | Sell |
15,223
-1,493
| -9% | -$115K | 0.22% | 86 |
|
|
2024
Q1 | $1.28M | Sell |
16,716
-1,247
| -7% | -$95.6K | 0.24% | 83 |
|
|
2023
Q4 | $1.38M | Sell |
17,963
-6,647
| -27% | -$512K | 0.28% | 78 |
|
|
2023
Q3 | $1.85M | Sell |
24,610
-392
| -2% | -$29.5K | 0.42% | 71 |
|
|
2023
Q2 | $1.89M | Sell |
25,002
-120,719
| -83% | -$9.12M | 0.42% | 71 |
|
|
2023
Q1 | $11.1M | Sell |
145,721
-1,455
| -1% | -$111K | 2.62% | 6 |
|
|
2022
Q4 | $11.1M | Buy |
147,176
+11,829
| +9% | +$890K | 2.87% | 7 |
|
|
2022
Q3 | $10.1M | Sell |
135,347
-8,220
| -6% | -$615K | 2.73% | 6 |
|
|
2022
Q2 | $11M | Buy |
143,567
+88,427
| +160% | +$6.79M | 2.57% | 6 |
|
|
2022
Q1 | $4.3M | Sell |
55,140
-13,195
| -19% | -$1.03M | 0.88% | 32 |
|
|
2021
Q4 | $5.52M | Sell |
68,335
-18,262
| -21% | -$1.48M | 1.12% | 20 |
|
|
2021
Q3 | $7.1M | Sell |
86,597
-10,697
| -11% | -$877K | 1.54% | 11 |
|
|
2021
Q2 | $7.99M | Buy |
97,294
+6,404
| +7% | +$526K | 1.81% | 10 |
|
|
2021
Q1 | $7.47M | Sell |
90,890
-28,064
| -24% | -$2.31M | 1.82% | 10 |
|
|
2020
Q4 | $9.86M | Buy |
118,954
+39,228
| +49% | +$3.25M | 2.48% | 5 |
|
|
2020
Q3 | $6.62M | Buy |
79,726
+57,163
| +253% | +$4.75M | 1.86% | 9 |
|
|
2020
Q2 | $1.88M | Buy |
+22,563
| New | +$1.88M | 0.59% | 60 |
|