Center for Financial Planning’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 | $83.4K | Sell |
1,060
-503
| -32% | -$39.6K | 0.01% | 237 |
|
|
2025
Q1 | $122K | Buy |
1,563
+423
| +37% | +$33.1K | 0.02% | 184 |
|
|
2024
Q4 | $88.1K | Hold |
1,140
| – | – | 0.01% | 207 |
|
|
2024
Q3 | $89.7K | Hold |
1,140
| – | – | 0.01% | 191 |
|
|
2024
Q2 | $87.4K | Hold |
1,140
| – | – | 0.01% | 191 |
|
|
2024
Q1 | $87.4K | Hold |
1,140
| – | – | 0.01% | 193 |
|
|
2023
Q4 | $87.8K | Sell |
1,140
-250
| -18% | -$19.3K | 0.02% | 179 |
|
|
2023
Q3 | $104K | Hold |
1,390
| – | – | 0.02% | 166 |
|
|
2023
Q2 | $105K | Hold |
1,390
| – | – | 0.02% | 168 |
|
|
2023
Q1 | $106K | Sell |
1,390
-545
| -28% | -$41.7K | 0.02% | 160 |
|
|
2022
Q4 | $146K | Buy |
+1,935
| New | +$146K | 0.04% | 141 |
|
|
2022
Q2 | – | Sell |
-970
| Closed | -$76K | – | 534 |
|
|
2022
Q1 | $76K | Buy |
+970
| New | +$76K | 0.02% | 195 |
|
|
2020
Q2 | – | Sell |
-840
| Closed | -$69K | – | 468 |
|
|
2020
Q1 | $69K | Buy |
+840
| New | +$69K | 0.02% | 154 |
|