Delap Wealth Advisory’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 | $1.86M | Sell |
23,643
-6,026
| -20% | -$474K | 0.89% | 24 |
|
|
2025
Q1 | $2.32M | Sell |
29,669
-21,601
| -42% | -$1.69M | 1.29% | 22 |
|
|
2024
Q4 | $3.96M | Sell |
51,270
-653
| -1% | -$50.5K | 2.37% | 13 |
|
|
2024
Q3 | $4.09M | Buy |
51,923
+458
| +0.9% | +$36K | 2.58% | 11 |
|
|
2024
Q2 | $3.95M | Sell |
51,465
-7,437
| -13% | -$570K | 1.82% | 14 |
|
|
2024
Q1 | $4.52M | Sell |
58,902
-59,358
| -50% | -$4.55M | 1.83% | 13 |
|
|
2023
Q4 | $9.11M | Buy |
118,260
+54,738
| +86% | +$4.22M | 4.12% | 6 |
|
|
2023
Q3 | $4.77M | Sell |
63,522
-3,400
| -5% | -$256K | 4.62% | 8 |
|
|
2023
Q2 | $5.06M | Sell |
66,922
-4,750
| -7% | -$359K | 4.96% | 7 |
|
|
2023
Q1 | $5.48M | Sell |
71,672
-937
| -1% | -$71.7K | 5.62% | 6 |
|
|
2022
Q4 | $5.47M | Buy |
+72,609
| New | +$5.47M | 5.72% | 4 |
|