DI
Disciplined Investments’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 | $799K | Sell |
10,158
-4,199
| -29% | -$330K | 0.34% | 60 |
|
|
2025
Q1 | $1.12M | Sell |
14,357
-615
| -4% | -$48.1K | 0.52% | 51 |
|
|
2024
Q4 | $1.16M | Buy |
14,972
+3,267
| +28% | +$252K | 0.57% | 50 |
|
|
2024
Q3 | $921K | Sell |
11,705
-352
| -3% | -$27.7K | 0.45% | 55 |
|
|
2024
Q2 | $925K | Buy |
12,057
+159
| +1% | +$12.2K | 0.49% | 52 |
|
|
2024
Q1 | $912K | Sell |
11,898
-949
| -7% | -$72.8K | 0.5% | 53 |
|
|
2023
Q4 | $989K | Sell |
12,847
-914
| -7% | -$70.4K | 0.58% | 51 |
|
|
2023
Q3 | $1.03M | Sell |
13,761
-1,850
| -12% | -$139K | 0.63% | 52 |
|
|
2023
Q2 | $1.18M | Sell |
15,611
-5,785
| -27% | -$437K | 0.63% | 48 |
|
|
2023
Q1 | $1.64M | Sell |
21,396
-302
| -1% | -$23.1K | 0.69% | 41 |
|
|
2022
Q4 | $1.63M | Sell |
21,698
-1,517
| -7% | -$114K | 0.8% | 36 |
|
|
2022
Q3 | $1.74M | Sell |
23,215
-943
| -4% | -$70.6K | 0.8% | 39 |
|
|
2022
Q2 | $1.86M | Buy |
24,158
+4,159
| +21% | +$319K | 0.84% | 37 |
|
|
2022
Q1 | $1.56M | Sell |
19,999
-646
| -3% | -$50.3K | 0.64% | 42 |
|
|
2021
Q4 | $1.67M | Sell |
20,645
-1,296
| -6% | -$105K | 0.74% | 40 |
|
|
2021
Q3 | $1.8M | Buy |
21,941
+611
| +3% | +$50.1K | 0.87% | 36 |
|
|
2021
Q2 | $1.75M | Buy |
21,330
+178
| +0.8% | +$14.6K | 0.9% | 37 |
|
|
2021
Q1 | $1.74M | Buy |
21,152
+1,303
| +7% | +$107K | 1.02% | 30 |
|
|
2020
Q4 | $1.65M | Buy |
19,849
+812
| +4% | +$67.3K | 1.1% | 28 |
|
|
2020
Q3 | $1.58M | Buy |
19,037
+584
| +3% | +$48.5K | 1.17% | 24 |
|
|
2020
Q2 | $1.53M | Buy |
18,453
+463
| +3% | +$38.5K | 1.19% | 23 |
|
|
2020
Q1 | $1.48M | Sell |
17,990
-1,327
| -7% | -$109K | 1.41% | 21 |
|
|
2019
Q4 | $1.56M | Buy |
+19,317
| New | +$1.56M | 1.31% | 21 |
|