Creative Financial Designs’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
$451K Buy
+5,731
New +$451K 0.03% 335
2024
Q3
Sell
-26
Closed -$1.99K 1689
2024
Q2
$1.99K Hold
26
﹤0.01% 1478
2024
Q1
$1.99K Sell
26
-31
-54% -$2.38K ﹤0.01% 1485
2023
Q4
$4.39K Sell
57
-140
-71% -$10.8K ﹤0.01% 1285
2023
Q3
$14.8K Hold
197
﹤0.01% 926
2023
Q2
$14.9K Sell
197
-631
-76% -$47.7K ﹤0.01% 916
2023
Q1
$63.3K Buy
828
+189
+30% +$14.5K 0.01% 546
2022
Q4
$48.1K Sell
639
-135
-17% -$10.2K 0.01% 580
2022
Q3
$58K Sell
774
-73
-9% -$5.47K 0.01% 518
2022
Q2
$65K Buy
847
+81
+11% +$6.22K 0.01% 506
2022
Q1
$60K Sell
766
-128
-14% -$10K 0.01% 528
2021
Q4
$72K Buy
894
+80
+10% +$6.44K 0.01% 505
2021
Q3
$67K Buy
814
+66
+9% +$5.43K 0.01% 538
2021
Q2
$61K Buy
748
+358
+92% +$29.2K 0.01% 549
2021
Q1
$32K Buy
390
+28
+8% +$2.3K 0.01% 664
2020
Q4
$30K Buy
362
+1
+0.3% +$83 0.01% 621
2020
Q3
$30K Sell
361
-2,087
-85% -$173K 0.01% 560
2020
Q2
$204K Buy
+2,448
New +$204K 0.06% 205
2020
Q1
Sell
-678
Closed -$55K 481
2019
Q4
$55K Sell
678
-280
-29% -$22.7K 0.02% 242
2019
Q3
$78K Buy
958
+2
+0.2% +$163 0.04% 200
2019
Q2
$77K Buy
956
+5
+0.5% +$403 0.04% 201
2019
Q1
$76K Buy
951
+659
+226% +$52.7K 0.05% 187
2018
Q4
$23K Sell
292
-137
-32% -$10.8K 0.02% 258
2018
Q3
$34K Buy
429
+84
+24% +$6.66K 0.02% 264
2018
Q2
$27K Buy
345
+207
+150% +$16.2K 0.02% 310
2018
Q1
$11K Hold
138
0.01% 412
2017
Q4
$11K Sell
138
-383
-74% -$30.5K 0.01% 392
2017
Q3
$42K Buy
521
+2
+0.4% +$161 0.02% 254
2017
Q2
$41K Buy
+519
New +$41K 0.03% 252