CPA
Capital Performance 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 | $1.57M | Sell |
19,988
-2,852
| -12% | -$224K | 0.31% | 47 |
|
|
2025
Q1 | $1.79M | Buy |
22,840
+3,275
| +17% | +$256K | 0.39% | 41 |
|
|
2024
Q4 | $1.51M | Buy |
19,565
+817
| +4% | +$63.1K | 0.48% | 29 |
|
|
2024
Q3 | $1.48M | Buy |
18,748
+563
| +3% | +$44.3K | 0.45% | 29 |
|
|
2024
Q2 | $1.39M | Sell |
18,185
-17,859
| -50% | -$1.37M | 0.53% | 28 |
|
|
2024
Q1 | $2.76M | Buy |
36,044
+18,000
| +100% | +$1.38M | 1.06% | 16 |
|
|
2023
Q4 | $1.39M | Buy |
18,044
+127
| +0.7% | +$9.78K | 0.6% | 23 |
|
|
2023
Q3 | $1.35M | Sell |
17,917
-65
| -0.4% | -$4.89K | 0.69% | 20 |
|
|
2023
Q2 | $1.36M | Buy |
17,982
+912
| +5% | +$68.9K | 0.67% | 20 |
|
|
2023
Q1 | $1.31M | Buy |
17,070
+621
| +4% | +$47.5K | 0.7% | 18 |
|
|
2022
Q4 | $1.24M | Sell |
16,449
-105
| -0.6% | -$7.9K | 0.71% | 17 |
|
|
2022
Q3 | $1.24M | Buy |
16,554
+837
| +5% | +$62.6K | 0.8% | 16 |
|
|
2022
Q2 | $1.21M | Buy |
15,717
+791
| +5% | +$60.7K | 0.74% | 16 |
|
|
2022
Q1 | $1.16M | Sell |
14,926
-427
| -3% | -$33.3K | 0.66% | 16 |
|
|
2021
Q4 | $1.23M | Buy |
+15,353
| New | +$1.23M | 0.74% | 16 |
|