Disciplina Capital Management’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 | $13.8M | Buy |
175,036
+19,794
| +13% | +$1.56M | 1.74% | 15 |
|
|
2025
Q1 | $12.2M | Buy |
155,242
+69,778
| +82% | +$5.46M | 1.77% | 13 |
|
|
2024
Q4 | $6.6M | Sell |
85,464
-14,113
| -14% | -$1.09M | 1.11% | 13 |
|
|
2024
Q3 | $7.84M | Buy |
99,577
+6,838
| +7% | +$538K | 1.25% | 13 |
|
|
2024
Q2 | $7.11M | Sell |
92,739
-136
| -0.1% | -$10.4K | 1.18% | 14 |
|
|
2024
Q1 | $7.12M | Sell |
92,875
-18,166
| -16% | -$1.39M | 1.2% | 14 |
|
|
2023
Q4 | $8.55M | Buy |
111,041
+11,423
| +11% | +$880K | 1.61% | 12 |
|
|
2023
Q3 | $7.49M | Buy |
99,618
+8,237
| +9% | +$619K | 1.55% | 12 |
|
|
2023
Q2 | $6.91M | Sell |
91,381
-6,256
| -6% | -$473K | 1.21% | 13 |
|
|
2023
Q1 | $7.47M | Buy |
97,637
+1,790
| +2% | +$137K | 1.85% | 12 |
|
|
2022
Q4 | $7.22M | Buy |
95,847
+4,730
| +5% | +$356K | 1.92% | 12 |
|
|
2022
Q3 | $6.82M | Sell |
91,117
-44,415
| -33% | -$3.32M | 1.48% | 13 |
|
|
2022
Q2 | $10.4M | Sell |
135,532
-142,140
| -51% | -$10.9M | 2.25% | 8 |
|
|
2022
Q1 | $21.6M | Sell |
277,672
-20,945
| -7% | -$1.63M | 4.41% | 7 |
|
|
2021
Q4 | $24.1M | Buy |
298,617
+226,813
| +316% | +$18.3M | 4.66% | 7 |
|
|
2021
Q3 | $5.88M | Buy |
+71,804
| New | +$5.88M | 1.29% | 16 |
|