CA
Cumberland Advisors’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 | $759K | Buy |
9,650
+390
| +4% | +$30.7K | 0.32% | 37 |
|
|
2025
Q1 | $725K | Sell |
9,260
-175
| -2% | -$13.7K | 0.33% | 37 |
|
|
2024
Q4 | $729K | Buy |
9,435
+45
| +0.5% | +$3.48K | 0.29% | 37 |
|
|
2024
Q3 | $739K | Buy |
9,390
+1,125
| +14% | +$88.5K | 0.29% | 36 |
|
|
2024
Q2 | $634K | Sell |
8,265
-3,145
| -28% | -$241K | 0.26% | 42 |
|
|
2024
Q1 | $875K | Buy |
11,410
+907
| +9% | +$69.5K | 0.33% | 40 |
|
|
2023
Q4 | $809K | Buy |
10,503
+1,800
| +21% | +$139K | 0.35% | 38 |
|
|
2023
Q3 | $654K | Buy |
8,703
+2,920
| +50% | +$219K | 0.29% | 41 |
|
|
2023
Q2 | $437K | Buy |
5,783
+815
| +16% | +$61.6K | 0.2% | 45 |
|
|
2023
Q1 | $380K | Buy |
4,968
+550
| +12% | +$42.1K | 0.16% | 48 |
|
|
2022
Q4 | $333K | Buy |
4,418
+28
| +0.6% | +$2.11K | 0.14% | 52 |
|
|
2022
Q3 | $328K | Buy |
4,390
+1,000
| +29% | +$74.7K | 0.13% | 49 |
|
|
2022
Q2 | $260K | Buy |
3,390
+70
| +2% | +$5.37K | 0.09% | 50 |
|
|
2022
Q1 | $259K | Sell |
3,320
-250
| -7% | -$19.5K | 0.06% | 53 |
|
|
2021
Q4 | $289K | Sell |
3,570
-830
| -19% | -$67.2K | 0.06% | 55 |
|
|
2021
Q3 | $361K | Buy |
4,400
+1,075
| +32% | +$88.2K | 0.08% | 52 |
|
|
2021
Q2 | $273K | Buy |
3,325
+380
| +13% | +$31.2K | 0.06% | 59 |
|
|
2021
Q1 | $242K | Buy |
2,945
+375
| +15% | +$30.8K | 0.06% | 61 |
|
|
2020
Q4 | $213K | Buy |
+2,570
| New | +$213K | 0.08% | 55 |
|