Corient Private Wealth’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 | $448M | Buy |
5,928,304
+2,624,848
| +79% | +$199M | 0.47% | 36 |
|
|
2025
Q1 | $259M | Sell |
3,303,456
-511,300
| -13% | -$40M | 0.42% | 45 |
|
|
2024
Q4 | $295M | Sell |
3,814,756
-272,932
| -7% | -$21.1M | 0.49% | 41 |
|
|
2024
Q3 | $313M | Buy |
4,087,688
+132,424
| +3% | +$10.2M | 0.49% | 38 |
|
|
2024
Q2 | $303M | Buy |
3,955,264
+273,109
| +7% | +$20.9M | 0.53% | 35 |
|
|
2024
Q1 | $282M | Buy |
3,682,155
+307,878
| +9% | +$23.6M | 0.5% | 38 |
|
|
2023
Q4 | $260M | Buy |
3,374,277
+331,382
| +11% | +$25.5M | 0.48% | 41 |
|
|
2023
Q3 | $229M | Buy |
3,042,895
+204,826
| +7% | +$15.4M | 0.53% | 37 |
|
|
2023
Q2 | $214M | Buy |
2,838,069
+177,224
| +7% | +$13.4M | 0.49% | 43 |
|
|
2023
Q1 | $204M | Buy |
2,660,845
+563,047
| +27% | +$43.1M | 0.55% | 38 |
|
|
2022
Q4 | $165M | Buy |
+2,097,798
| New | +$165M | 0.6% | 35 |
|