Coastwise Capital Group’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 | $213K | Buy |
+2,704
| New | +$213K | 0.17% | 114 |
|
|
2024
Q2 | – | Sell |
-3,125
| Closed | -$240K | – | 116 |
|
|
2024
Q1 | $240K | Buy |
3,125
+54
| +2% | +$4.14K | 0.22% | 105 |
|
|
2023
Q4 | $237K | Sell |
3,071
-32
| -1% | -$2.47K | 0.24% | 97 |
|
|
2023
Q3 | $233K | Sell |
3,103
-1,002
| -24% | -$75.3K | 0.27% | 97 |
|
|
2023
Q2 | $310K | Sell |
4,105
-370
| -8% | -$28K | 0.35% | 80 |
|
|
2023
Q1 | $342K | Buy |
4,475
+993
| +29% | +$76K | 0.39% | 74 |
|
|
2022
Q4 | $262K | Buy |
+3,482
| New | +$262K | 0.31% | 90 |
|