DY
Dowling & Yahnke’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $108M | Buy |
1,436,927
+317,330
| +28% | +$23.7M | 5% | 1 |
|
|
2022
Q2 | $86M | Buy |
1,119,597
+254,317
| +29% | +$19.5M | 4.04% | 2 |
|
|
2022
Q1 | $67.4M | Buy |
865,280
+346,809
| +67% | +$27M | 2.93% | 4 |
|
|
2021
Q4 | $41.9M | Buy |
518,471
+369,565
| +248% | +$29.9M | 2.02% | 9 |
|
|
2021
Q3 | $12.2M | Buy |
148,906
+110,687
| +290% | +$9.07M | 0.68% | 34 |
|
|
2021
Q2 | $3.14M | Sell |
38,219
-4,479
| -10% | -$368K | 0.18% | 138 |
|
|
2021
Q1 | $3.51M | Buy |
42,698
+5,800
| +16% | +$477K | 0.24% | 118 |
|
|
2020
Q4 | $3.06M | Buy |
36,898
+2,587
| +8% | +$214K | 0.22% | 124 |
|
|
2020
Q3 | $2.85M | Buy |
34,311
+7,837
| +30% | +$651K | 0.23% | 117 |
|
|
2020
Q2 | $2.2M | Buy |
26,474
+4,599
| +21% | +$382K | 0.18% | 130 |
|
|
2020
Q1 | $1.8M | Buy |
21,875
+2,083
| +11% | +$171K | 0.17% | 137 |
|
|
2019
Q4 | $1.6M | Buy |
19,792
+1,486
| +8% | +$120K | 0.12% | 164 |
|
|
2019
Q3 | $1.48M | Sell |
18,306
-525
| -3% | -$42.4K | 0.12% | 166 |
|
|
2019
Q2 | $1.52M | Buy |
18,831
+3,537
| +23% | +$285K | 0.13% | 165 |
|
|
2019
Q1 | $1.22M | Buy |
+15,294
| New | +$1.22M | 0.12% | 156 |
|
|
2018
Q4 | – | Sell |
-13,469
| Closed | -$1.05M | – | 267 |
|
|
2018
Q3 | $1.05M | Buy |
13,469
+1,761
| +15% | +$137K | 0.09% | 187 |
|
|
2018
Q2 | $916K | Sell |
11,708
-347
| -3% | -$27.1K | 0.09% | 194 |
|
|
2018
Q1 | $946K | Buy |
12,055
+82
| +0.7% | +$6.44K | 0.09% | 196 |
|
|
2017
Q4 | $947K | Buy |
+11,973
| New | +$947K | 0.09% | 199 |
|