DFA
Delta Financial 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 | $366K | Sell |
4,647
-208
| -4% | -$16.4K | 0.13% | 94 |
|
|
2025
Q1 | $380K | Sell |
4,855
-364
| -7% | -$28.5K | 0.14% | 90 |
|
|
2024
Q4 | $403K | Sell |
5,219
-565
| -10% | -$43.7K | 0.15% | 89 |
|
|
2024
Q3 | $455K | Sell |
5,784
-100
| -2% | -$7.87K | 0.17% | 93 |
|
|
2024
Q2 | $451K | Buy |
5,884
+14
| +0.2% | +$1.07K | 0.17% | 90 |
|
|
2024
Q1 | $450K | Sell |
5,870
-112
| -2% | -$8.59K | 0.18% | 87 |
|
|
2023
Q4 | $461K | Sell |
5,982
-624
| -9% | -$48.1K | 0.2% | 88 |
|
|
2023
Q3 | $497K | Sell |
6,606
-209
| -3% | -$15.7K | 0.22% | 89 |
|
|
2023
Q2 | $515K | Sell |
6,815
-296
| -4% | -$22.4K | 0.23% | 89 |
|
|
2023
Q1 | $544K | Sell |
7,111
-3,620
| -34% | -$277K | 0.26% | 82 |
|
|
2022
Q4 | $808K | Sell |
10,731
-194
| -2% | -$14.6K | 0.39% | 76 |
|
|
2022
Q3 | $817K | Sell |
10,925
-393
| -3% | -$29.4K | 0.43% | 74 |
|
|
2022
Q2 | $869K | Sell |
11,318
-89
| -0.8% | -$6.83K | 0.43% | 76 |
|
|
2022
Q1 | $889K | Sell |
11,407
-421
| -4% | -$32.8K | 0.38% | 77 |
|
|
2021
Q4 | $956K | Sell |
11,828
-535
| -4% | -$43.2K | 0.39% | 76 |
|
|
2021
Q3 | $1.01M | Buy |
12,363
+630
| +5% | +$51.6K | 0.45% | 71 |
|
|
2021
Q2 | $964K | Buy |
11,733
+92
| +0.8% | +$7.56K | 0.42% | 73 |
|
|
2021
Q1 | $957K | Buy |
11,641
+654
| +6% | +$53.8K | 0.45% | 73 |
|
|
2020
Q4 | $911K | Sell |
10,987
-614
| -5% | -$50.9K | 0.46% | 72 |
|
|
2020
Q3 | $963K | Buy |
11,601
+899
| +8% | +$74.6K | 0.53% | 67 |
|
|
2020
Q2 | $890K | Buy |
10,702
+1,745
| +19% | +$145K | 0.52% | 67 |
|
|
2020
Q1 | $736K | Sell |
8,957
-3,579
| -29% | -$294K | 0.51% | 70 |
|
|
2019
Q4 | $1.01M | Sell |
12,536
-471
| -4% | -$38K | 0.4% | 73 |
|
|
2019
Q3 | $1.05M | Buy |
13,007
+27
| +0.2% | +$2.18K | 0.43% | 77 |
|
|
2019
Q2 | $1.05M | Buy |
+12,980
| New | +$1.05M | 0.43% | 75 |
|