Cumberland Partners’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
Q1 | – | Sell |
-4,005
| Closed | -$309K | – | 172 |
|
|
2024
Q4 | $309K | Hold |
4,005
| – | – | 0.02% | 154 |
|
|
2024
Q3 | $315K | Sell |
4,005
-10,950
| -73% | -$862K | 0.02% | 168 |
|
|
2024
Q2 | $1.15M | Sell |
14,955
-100
| -0.7% | -$7.67K | 0.08% | 121 |
|
|
2024
Q1 | $1.15M | Buy |
15,055
+4,050
| +37% | +$311K | 0.08% | 116 |
|
|
2023
Q4 | $827K | Hold |
11,005
| – | – | 0.08% | 133 |
|
|
2023
Q3 | $827K | Hold |
11,005
| – | – | 0.08% | 125 |
|
|
2023
Q2 | $832K | Sell |
11,005
-100
| -0.9% | -$7.56K | 0.08% | 124 |
|
|
2023
Q1 | $849K | Sell |
11,105
-210
| -2% | -$16.1K | 0.08% | 115 |
|
|
2022
Q4 | $852K | Hold |
11,315
| – | – | 0.09% | 117 |
|
|
2022
Q3 | $846K | Buy |
11,315
+350
| +3% | +$26.2K | 0.09% | 115 |
|
|
2022
Q2 | $842K | Buy |
10,965
+4,405
| +67% | +$338K | 0.08% | 117 |
|
|
2022
Q1 | $511K | Hold |
6,560
| – | – | 0.04% | 143 |
|
|
2021
Q4 | $530K | Buy |
6,560
+750
| +13% | +$60.6K | 0.04% | 152 |
|
|
2021
Q3 | $476K | Buy |
5,810
+3,250
| +127% | +$266K | 0.04% | 154 |
|
|
2021
Q2 | $210K | Buy |
+2,560
| New | +$210K | 0.02% | 171 |
|