Chico Wealth RIA’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 | $727K | Sell |
9,241
-114
| -1% | -$8.97K | 0.58% | 13 |
|
|
2025
Q1 | $732K | Sell |
9,355
-600
| -6% | -$47K | 0.64% | 11 |
|
|
2024
Q4 | $769K | Sell |
9,955
-3,802
| -28% | -$294K | 0.67% | 12 |
|
|
2024
Q3 | $1.08M | Buy |
13,757
+113
| +0.8% | +$8.89K | 0.93% | 10 |
|
|
2024
Q2 | $1.05M | Sell |
13,644
-3,631
| -21% | -$278K | 0.96% | 10 |
|
|
2024
Q1 | $1.32M | Buy |
17,275
+1,404
| +9% | +$108K | 1.25% | 8 |
|
|
2023
Q4 | $1.22M | Sell |
15,871
-10
| -0.1% | -$770 | 1.27% | 9 |
|
|
2023
Q3 | $1.19M | Buy |
15,881
+340
| +2% | +$25.6K | 1.43% | 8 |
|
|
2023
Q2 | $1.17M | Buy |
15,541
+1,023
| +7% | +$77.3K | 1.4% | 8 |
|
|
2023
Q1 | $1.11M | Buy |
14,518
+12
| +0.1% | +$918 | 1.43% | 9 |
|
|
2022
Q4 | $1.09M | Buy |
14,506
+212
| +1% | +$16K | 1.22% | 10 |
|
|
2022
Q3 | $1.07M | Sell |
14,294
-236
| -2% | -$17.7K | 1.24% | 12 |
|
|
2022
Q2 | $1.12M | Sell |
14,530
-1,022
| -7% | -$78.5K | 0.91% | 14 |
|
|
2022
Q1 | $1.21M | Buy |
+15,552
| New | +$1.21M | 0.97% | 14 |
|