Dixon Mitchell Investment 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 | $55.6K | Hold |
707
| – | – | ﹤0.01% | 58 |
|
2025
Q1 | $55.3K | Hold |
707
| – | – | ﹤0.01% | 59 |
|
2024
Q4 | $54.6K | Hold |
707
| – | – | ﹤0.01% | 64 |
|
2024
Q3 | $55.6K | Hold |
707
| – | – | ﹤0.01% | 64 |
|
2024
Q2 | $54.2K | Hold |
707
| – | – | ﹤0.01% | 72 |
|
2024
Q1 | $54.2K | Buy |
+707
| New | +$54.2K | ﹤0.01% | 81 |
|
2023
Q2 | – | Sell |
-4,577
| Closed | -$350K | – | 62 |
|
2023
Q1 | $350K | Hold |
4,577
| – | – | 0.02% | 54 |
|
2022
Q4 | $345K | Hold |
4,577
| – | – | 0.02% | 54 |
|
2022
Q3 | $342K | Hold |
4,577
| – | – | 0.03% | 52 |
|
2022
Q2 | $351K | Hold |
4,577
| – | – | 0.03% | 52 |
|
2022
Q1 | $357K | Hold |
4,577
| – | – | 0.02% | 52 |
|
2021
Q4 | $370K | Hold |
4,577
| – | – | 0.02% | 50 |
|
2021
Q3 | $375K | Hold |
4,577
| – | – | 0.03% | 52 |
|
2021
Q2 | $376K | Sell |
4,577
-7,043
| -61% | -$579K | 0.03% | 52 |
|
2021
Q1 | $955K | Hold |
11,620
| – | – | 0.08% | 48 |
|
2020
Q4 | $963K | Sell |
11,620
-3,880
| -25% | -$322K | 0.08% | 48 |
|
2020
Q3 | $1.29M | Hold |
15,500
| – | – | 0.13% | 47 |
|
2020
Q2 | $1.29M | Hold |
15,500
| – | – | 0.14% | 48 |
|
2020
Q1 | $1.27M | Hold |
15,500
| – | – | 0.16% | 47 |
|
2019
Q4 | $1.25M | Hold |
15,500
| – | – | 0.13% | 51 |
|
2019
Q3 | $1.25M | Hold |
15,500
| – | – | 0.14% | 52 |
|
2019
Q2 | $1.25M | Hold |
15,500
| – | – | 0.14% | 54 |
|
2019
Q1 | $1.23M | Hold |
15,500
| – | – | 0.15% | 54 |
|
2018
Q4 | $1.22M | Hold |
15,500
| – | – | 0.16% | 54 |
|
2018
Q3 | $1.21M | Hold |
15,500
| – | – | 0.14% | 56 |
|
2018
Q2 | $1.21M | Hold |
15,500
| – | – | 0.15% | 56 |
|
2018
Q1 | $1.22M | Hold |
15,500
| – | – | 0.16% | 57 |
|
2017
Q4 | $1.23M | Hold |
15,500
| – | – | 0.16% | 57 |
|
2017
Q3 | $1.24M | Hold |
15,500
| – | – | 0.17% | 58 |
|
2017
Q2 | $1.24M | Hold |
15,500
| – | – | 0.17% | 56 |
|
2017
Q1 | $1.24M | Buy |
+15,500
| New | +$1.24M | 0.18% | 55 |
|