Cornerstone Planning 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 | $223K | Sell |
2,837
-1,001
| -26% | -$78.7K | 0.05% | 80 |
|
|
2025
Q1 | $300K | Buy |
3,838
+1,051
| +38% | +$82.1K | 0.07% | 66 |
|
|
2024
Q4 | $216K | Sell |
2,787
-324
| -10% | -$25.1K | 0.05% | 69 |
|
|
2024
Q3 | $242K | Sell |
3,111
-1,797
| -37% | -$140K | 0.06% | 64 |
|
|
2024
Q2 | $383K | Sell |
4,908
-1,083
| -18% | -$84.5K | 0.11% | 55 |
|
|
2024
Q1 | $457K | Sell |
5,991
-2,387
| -28% | -$182K | 0.14% | 42 |
|
|
2023
Q4 | $645K | Sell |
8,378
-3,475
| -29% | -$268K | 0.21% | 33 |
|
|
2023
Q3 | $891K | Sell |
11,853
-1,849
| -13% | -$139K | 0.34% | 27 |
|
|
2023
Q2 | $1.04M | Buy |
+13,702
| New | +$1.04M | 0.41% | 27 |
|
|
2022
Q4 | $1.47M | Buy |
+19,321
| New | +$1.47M | 0.62% | 27 |
|