DBK Financial Counsel’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 | $4.73M | Sell |
60,042
-73
| -0.1% | -$5.75K | 4.27% | 5 |
|
|
2025
Q1 | $4.71M | Sell |
60,115
-886
| -1% | -$69.4K | 4.72% | 5 |
|
|
2024
Q4 | $4.71M | Sell |
61,001
-618
| -1% | -$47.8K | 4.75% | 5 |
|
|
2024
Q3 | $4.85M | Buy |
61,619
+2
| +0% | +$157 | 4.9% | 5 |
|
|
2024
Q2 | $4.73M | Sell |
61,617
-9,761
| -14% | -$749K | 5.15% | 5 |
|
|
2024
Q1 | $5.47M | Sell |
71,378
-1,113
| -2% | -$85.3K | 5.74% | 4 |
|
|
2023
Q4 | $5.58M | Sell |
72,491
-5,389
| -7% | -$415K | 6.41% | 4 |
|
|
2023
Q3 | $5.85M | Sell |
77,880
-8,356
| -10% | -$628K | 7.7% | 3 |
|
|
2023
Q2 | $6.52M | Sell |
86,236
-4,058
| -4% | -$307K | 8.77% | 2 |
|
|
2023
Q1 | $6.91M | Buy |
90,294
+277
| +0.3% | +$21.2K | 9.59% | 2 |
|
|
2022
Q4 | $6.78M | Buy |
90,017
+7,268
| +9% | +$547K | 10.81% | 1 |
|
|
2022
Q3 | $6.19M | Sell |
82,749
-9,961
| -11% | -$745K | 10.7% | 1 |
|
|
2022
Q2 | $7.12M | Sell |
92,710
-9,380
| -9% | -$720K | 11.55% | 1 |
|
|
2022
Q1 | $7.95M | Buy |
102,090
+21,104
| +26% | +$1.64M | 11.74% | 1 |
|
|
2021
Q4 | $6.55M | Buy |
+80,986
| New | +$6.55M | 9.33% | 1 |
|