Drive Wealth 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 | $221K | Hold |
2,812
| – | – | 0.05% | 295 |
|
2025
Q1 | $220K | Hold |
2,812
| – | – | 0.05% | 283 |
|
2024
Q4 | $217K | Sell |
2,812
-32
| -1% | -$2.47K | 0.05% | 292 |
|
2024
Q3 | $224K | Buy |
+2,844
| New | +$224K | 0.06% | 266 |
|
2024
Q2 | – | Sell |
-20,105
| Closed | -$1.54M | – | 323 |
|
2024
Q1 | $1.54M | Sell |
20,105
-600
| -3% | -$46K | 0.43% | 41 |
|
2023
Q4 | $1.59M | Hold |
20,705
| – | – | 0.51% | 40 |
|
2023
Q3 | $1.56M | Sell |
20,705
-5,600
| -21% | -$421K | 0.57% | 39 |
|
2023
Q2 | $1.99M | Buy |
26,305
+2,000
| +8% | +$151K | 0.74% | 27 |
|
2023
Q1 | $1.86M | Buy |
+24,305
| New | +$1.86M | 0.78% | 25 |
|
2022
Q2 | – | Sell |
-11,792
| Closed | -$919K | – | 173 |
|
2022
Q1 | $919K | Buy |
11,792
+2,099
| +22% | +$164K | 0.77% | 31 |
|
2021
Q4 | $783K | Buy |
+9,693
| New | +$783K | 0.69% | 34 |
|