Creative Planning’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 | $40.4M | Sell |
513,072
-38,694
| -7% | -$3.05M | 0.03% | 207 |
|
|
2025
Q1 | $43.2M | Buy |
551,766
+7,947
| +1% | +$622K | 0.04% | 188 |
|
|
2024
Q4 | $42M | Sell |
543,819
-10,717
| -2% | -$828K | 0.04% | 168 |
|
|
2024
Q3 | $43.6M | Buy |
554,536
+179
| +0% | +$14.1K | 0.04% | 160 |
|
|
2024
Q2 | $42.5M | Sell |
554,357
-12,436
| -2% | -$954K | 0.05% | 158 |
|
|
2024
Q1 | $43.5M | Buy |
566,793
+25,659
| +5% | +$1.97M | 0.05% | 151 |
|
|
2023
Q4 | $41.7M | Buy |
541,134
+8,518
| +2% | +$656K | 0.08% | 145 |
|
|
2023
Q3 | $40M | Sell |
532,616
-1,145
| -0.2% | -$86.1K | 0.05% | 150 |
|
|
2023
Q2 | $40.3M | Buy |
533,761
+69,695
| +15% | +$5.27M | 0.05% | 132 |
|
|
2023
Q1 | $35.5M | Sell |
464,066
-3,414
| -0.7% | -$261K | 0.05% | 141 |
|
|
2022
Q4 | $35.2M | Sell |
467,480
-63,939
| -12% | -$4.81M | 0.05% | 142 |
|
|
2022
Q3 | $39.8M | Buy |
531,419
+6,250
| +1% | +$468K | 0.07% | 112 |
|
|
2022
Q2 | $40.3M | Sell |
525,169
-734,025
| -58% | -$56.4M | 0.07% | 120 |
|
|
2022
Q1 | $98.1M | Sell |
1,259,194
-459,187
| -27% | -$35.8M | 0.15% | 65 |
|
|
2021
Q4 | $139M | Sell |
1,718,381
-65,893
| -4% | -$5.33M | 0.22% | 48 |
|
|
2021
Q3 | $146M | Sell |
1,784,274
-4,177
| -0.2% | -$342K | 0.26% | 45 |
|
|
2021
Q2 | $147M | Buy |
1,788,451
+6,575
| +0.4% | +$540K | 0.26% | 47 |
|
|
2021
Q1 | $146M | Buy |
1,781,876
+420,003
| +31% | +$34.5M | 0.3% | 41 |
|
|
2020
Q4 | $113M | Buy |
1,361,873
+218,969
| +19% | +$18.2M | 0.25% | 47 |
|
|
2020
Q3 | $94.9M | Buy |
1,142,904
+684,198
| +149% | +$56.8M | 0.25% | 46 |
|
|
2020
Q2 | $38.1M | Buy |
458,706
+80,705
| +21% | +$6.71M | 0.11% | 77 |
|
|
2020
Q1 | $31.1M | Sell |
378,001
-105,149
| -22% | -$8.64M | 0.11% | 77 |
|
|
2019
Q4 | $38.9M | Sell |
483,150
-18,375
| -4% | -$1.48M | 0.12% | 75 |
|
|
2019
Q3 | $40.5M | Buy |
501,525
+6,052
| +1% | +$489K | 0.13% | 68 |
|
|
2019
Q2 | $39.9M | Buy |
495,473
+293,431
| +145% | +$23.6M | 0.13% | 69 |
|
|
2019
Q1 | $16.1M | Sell |
202,042
-10,785
| -5% | -$858K | 0.06% | 122 |
|
|
2018
Q4 | $16.7M | Buy |
212,827
+5,501
| +3% | +$432K | 0.07% | 104 |
|
|
2018
Q3 | $16.2M | Sell |
207,326
-4,439
| -2% | -$346K | 0.06% | 122 |
|
|
2018
Q2 | $16.6M | Sell |
211,765
-171,511
| -45% | -$13.4M | 0.07% | 107 |
|
|
2018
Q1 | $30.1M | Buy |
383,276
+58,642
| +18% | +$4.6M | 0.12% | 71 |
|
|
2017
Q4 | $25.7M | Buy |
324,634
+15,077
| +5% | +$1.19M | 0.11% | 78 |
|
|
2017
Q3 | $24.7M | Buy |
309,557
+16,838
| +6% | +$1.34M | 0.11% | 80 |
|
|
2017
Q2 | $23.4M | Sell |
292,719
-24,718
| -8% | -$1.97M | 0.12% | 79 |
|
|
2017
Q1 | $25.3M | Buy |
317,437
+50,348
| +19% | +$4.01M | 0.14% | 76 |
|
|
2016
Q4 | $21.2M | Sell |
267,089
-6,186
| -2% | -$491K | 0.13% | 81 |
|
|
2016
Q3 | $22.1M | Buy |
273,275
+48,449
| +22% | +$3.92M | 0.14% | 78 |
|
|
2016
Q2 | $18.2M | Buy |
224,826
+46,490
| +26% | +$3.77M | 0.13% | 74 |
|
|
2016
Q1 | $14.4M | Buy |
178,336
+3,766
| +2% | +$304K | 0.11% | 84 |
|
|
2015
Q4 | $13.9M | Sell |
174,570
-3,892
| -2% | -$310K | 0.11% | 87 |
|
|
2015
Q3 | $14.3M | Sell |
178,462
-153,903
| -46% | -$12.4M | 0.13% | 81 |
|
|
2015
Q2 | $26.7M | Sell |
332,365
-121,270
| -27% | -$9.72M | 0.24% | 44 |
|
|
2015
Q1 | $36.5M | Sell |
453,635
-3,533
| -0.8% | -$284K | 0.34% | 38 |
|
|
2014
Q4 | $36.6M | Buy |
457,168
+11,784
| +3% | +$942K | 0.38% | 40 |
|
|
2014
Q3 | $35.7M | Buy |
445,384
+195,119
| +78% | +$15.6M | 0.41% | 38 |
|
|
2014
Q2 | $20.1M | Buy |
250,265
+6,759
| +3% | +$543K | 0.26% | 47 |
|
|
2014
Q1 | $19.5M | Buy |
243,506
+22,403
| +10% | +$1.79M | 0.29% | 38 |
|
|
2013
Q4 | $17.7M | Buy |
221,103
+45,104
| +26% | +$3.61M | 0.3% | 40 |
|
|
2013
Q3 | $14.1M | Buy |
175,999
+4,095
| +2% | +$329K | 0.28% | 42 |
|
|
2013
Q2 | $13.8M | Buy |
+171,904
| New | +$13.8M | 0.32% | 38 |
|