Clear Creek Financial Management’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 | $496K | Buy |
6,304
+1,179
| +23% | +$92.8K | 0.05% | 346 |
|
2025
Q1 | $401K | Buy |
+5,125
| New | +$401K | 0.04% | 342 |
|
2024
Q3 | – | Sell |
-3,199
| Closed | -$245K | – | 461 |
|
2024
Q2 | $245K | Sell |
3,199
-6,172
| -66% | -$472K | 0.03% | 377 |
|
2024
Q1 | $718K | Buy |
9,371
+102
| +1% | +$7.81K | 0.09% | 189 |
|
2023
Q4 | $713K | Buy |
9,269
+105
| +1% | +$8.08K | 0.11% | 156 |
|
2023
Q3 | $689K | Sell |
9,164
-463
| -5% | -$34.8K | 0.12% | 140 |
|
2023
Q2 | $728K | Buy |
9,627
+2,122
| +28% | +$160K | 0.13% | 136 |
|
2023
Q1 | $574K | Buy |
+7,505
| New | +$574K | 0.11% | 144 |
|
2022
Q3 | – | Sell |
-2,617
| Closed | -$201K | – | 289 |
|
2022
Q2 | $201K | Sell |
2,617
-756
| -22% | -$58.1K | 0.04% | 282 |
|
2022
Q1 | $263K | Buy |
3,373
+277
| +9% | +$21.6K | 0.04% | 276 |
|
2021
Q4 | $250K | Sell |
3,096
-1,492
| -33% | -$120K | 0.04% | 280 |
|
2021
Q3 | $376K | Buy |
4,588
+1
| +0% | +$82 | 0.06% | 216 |
|
2021
Q2 | $377K | Buy |
+4,587
| New | +$377K | 0.06% | 208 |
|
2021
Q1 | – | Sell |
-4,322
| Closed | -$358K | – | 77 |
|
2020
Q4 | $358K | Sell |
4,322
-553,914
| -99% | -$45.9M | 0.07% | 218 |
|
2020
Q3 | $46.4M | Buy |
558,236
+554,244
| +13,884% | +$46M | 2.1% | 14 |
|
2020
Q2 | $331K | Buy |
+3,992
| New | +$331K | 0.09% | 168 |
|