CAAM
Cornerstone Advisors Asset Management’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 | – | Sell |
-4,034
| Closed | -$316K | – | 114 |
|
|
2025
Q1 | $316K | Sell |
4,034
-55
| -1% | -$4.31K | 0.06% | 110 |
|
|
2024
Q4 | $316K | Buy |
4,089
+68
| +2% | +$5.25K | 0.07% | 94 |
|
|
2024
Q3 | $316K | Hold |
4,021
| – | – | 0.07% | 92 |
|
|
2024
Q2 | $308K | Sell |
4,021
-2,670
| -40% | -$205K | 0.09% | 88 |
|
|
2024
Q1 | $513K | Hold |
6,691
| – | – | 0.18% | 73 |
|
|
2023
Q4 | $515K | Hold |
6,691
| – | – | 0.19% | 70 |
|
|
2023
Q3 | $503K | Sell |
6,691
-2,683
| -29% | -$202K | 0.2% | 67 |
|
|
2023
Q2 | $708K | Buy |
9,374
+24
| +0.3% | +$1.81K | 0.31% | 48 |
|
|
2023
Q1 | $715K | Hold |
9,350
| – | – | 0.35% | 48 |
|
|
2022
Q4 | $704K | Buy |
+9,350
| New | +$704K | 0.38% | 50 |
|