DAS
Dynamic Advisor Solutions’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 | $6.19M | Sell |
78,605
-5,664
| -7% | -$446K | 0.19% | 123 |
|
|
2025
Q1 | $6.6M | Buy |
+84,269
| New | +$6.6M | 0.22% | 110 |
|
|
2024
Q4 | – | Sell |
-87,205
| Closed | -$6.86M | – | 669 |
|
|
2024
Q3 | $6.86M | Sell |
87,205
-2,948
| -3% | -$232K | 0.21% | 118 |
|
|
2024
Q2 | $6.91M | Buy |
90,153
+2,485
| +3% | +$191K | 0.22% | 112 |
|
|
2024
Q1 | $6.72M | Buy |
87,668
+3,214
| +4% | +$246K | 0.23% | 109 |
|
|
2023
Q4 | $6.48M | Buy |
84,454
+17,811
| +27% | +$1.37M | 0.24% | 109 |
|
|
2023
Q3 | $5.01M | Sell |
66,643
-854
| -1% | -$64.2K | 0.24% | 117 |
|
|
2023
Q2 | $5.1M | Sell |
67,497
-8,278
| -11% | -$626K | 0.26% | 113 |
|
|
2023
Q1 | $5.8M | Buy |
75,775
+10,507
| +16% | +$804K | 0.34% | 78 |
|
|
2022
Q4 | $4.91M | Buy |
65,268
+6,910
| +12% | +$520K | 0.34% | 74 |
|
|
2022
Q3 | $4.37M | Sell |
58,358
-1,518
| -3% | -$114K | 0.33% | 66 |
|
|
2022
Q2 | $4.6M | Buy |
59,876
+29,384
| +96% | +$2.26M | 0.35% | 65 |
|
|
2022
Q1 | $2.38M | Sell |
30,492
-630
| -2% | -$49.1K | 0.17% | 145 |
|
|
2021
Q4 | $2.52M | Sell |
31,122
-3,324
| -10% | -$269K | 0.18% | 133 |
|
|
2021
Q3 | $2.82M | Sell |
34,446
-3,318
| -9% | -$272K | 0.21% | 118 |
|
|
2021
Q2 | $3.1M | Buy |
37,764
+3,509
| +10% | +$288K | 0.25% | 101 |
|
|
2021
Q1 | $2.82M | Sell |
34,255
-3,818
| -10% | -$314K | 0.26% | 99 |
|
|
2020
Q4 | $3.16M | Buy |
38,073
+482
| +1% | +$40K | 0.3% | 94 |
|
|
2020
Q3 | $3.12M | Buy |
37,591
+11,442
| +44% | +$950K | 0.35% | 73 |
|
|
2020
Q2 | $2.17M | Buy |
26,149
+14,723
| +129% | +$1.22M | 0.29% | 100 |
|
|
2020
Q1 | $939K | Sell |
11,426
-2,002
| -15% | -$165K | 0.17% | 157 |
|
|
2019
Q4 | $1.08M | Buy |
13,428
+650
| +5% | +$52.4K | 0.15% | 173 |
|
|
2019
Q3 | $1.03M | Sell |
12,778
-401
| -3% | -$32.4K | 0.16% | 159 |
|
|
2019
Q2 | $1.06M | Buy |
13,179
+955
| +8% | +$76.9K | 0.17% | 153 |
|
|
2019
Q1 | $973K | Sell |
12,224
-702
| -5% | -$55.9K | 0.18% | 136 |
|
|
2018
Q4 | $1.02M | Buy |
12,926
+3,609
| +39% | +$284K | 0.22% | 122 |
|
|
2018
Q3 | $727K | Sell |
9,317
-212
| -2% | -$16.5K | 0.15% | 169 |
|
|
2018
Q2 | $745K | Buy |
9,529
+2,262
| +31% | +$177K | 0.17% | 161 |
|
|
2018
Q1 | $570K | Buy |
+7,267
| New | +$570K | 0.15% | 174 |
|
|
2016
Q4 | – | Sell |
-5,045
| Closed | -$408K | – | 213 |
|
|
2016
Q3 | $408K | Buy |
5,045
+487
| +11% | +$39.4K | 0.15% | 161 |
|
|
2016
Q2 | $369K | Sell |
4,558
-421
| -8% | -$34.1K | 0.15% | 151 |
|
|
2016
Q1 | $401K | Buy |
4,979
+1,470
| +42% | +$118K | 0.17% | 135 |
|
|
2015
Q4 | $279K | Buy |
3,509
+201
| +6% | +$16K | 0.12% | 184 |
|
|
2015
Q3 | $266K | Buy |
+3,308
| New | +$266K | 0.13% | 149 |
|
|
2014
Q2 | – | Sell |
-3,033
| Closed | -$243K | – | 203 |
|
|
2014
Q1 | $243K | Buy |
+3,033
| New | +$243K | 0.17% | 167 |
|