Crewe Advisors’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 | $56.4K | Hold |
717
| – | – | 0.01% | 283 |
|
|
2025
Q1 | $56.1K | Hold |
717
| – | – | 0.01% | 257 |
|
|
2024
Q4 | $55.4K | Sell |
717
-128
| -15% | -$9.89K | 0.01% | 272 |
|
|
2024
Q3 | $66.5K | Sell |
845
-1,200
| -59% | -$94.4K | 0.01% | 271 |
|
|
2024
Q2 | $157K | Buy |
2,045
+655
| +47% | +$50.2K | 0.02% | 203 |
|
|
2024
Q1 | $107K | Hold |
1,390
| – | – | 0.01% | 264 |
|
|
2023
Q4 | $107K | Sell |
1,390
-300
| -18% | -$23.1K | 0.02% | 98 |
|
|
2023
Q3 | $127K | Buy |
1,690
+300
| +22% | +$22.6K | 0.02% | 89 |
|
|
2023
Q2 | $105K | Hold |
1,390
| – | – | 0.01% | 198 |
|
|
2023
Q1 | $106K | Hold |
1,390
| – | – | 0.02% | 220 |
|
|
2022
Q4 | $105K | Hold |
1,390
| – | – | 0.02% | 213 |
|
|
2022
Q3 | $104K | Hold |
1,390
| – | – | 0.02% | 222 |
|
|
2022
Q2 | $107K | Buy |
1,390
+1,200
| +632% | +$92.4K | 0.02% | 201 |
|
|
2022
Q1 | $15K | Hold |
190
| – | – | ﹤0.01% | 320 |
|
|
2021
Q4 | $15K | Buy |
+190
| New | +$15K | ﹤0.01% | 287 |
|
|
2020
Q1 | – | Sell |
-72
| Closed | -$6K | – | 186 |
|
|
2019
Q4 | $6K | Buy |
+72
| New | +$6K | ﹤0.01% | 187 |
|
|
2018
Q4 | – | Sell |
-92
| Closed | -$7K | – | 230 |
|
|
2018
Q3 | $7K | Buy |
+92
| New | +$7K | 0.01% | 203 |
|