EA
Efficient Advisors’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 | $62.3M | Sell |
792,001
-5,398
| -0.7% | -$425K | 3.71% | 8 |
|
2025
Q1 | $62.4M | Sell |
797,399
-9,175
| -1% | -$718K | 4.06% | 8 |
|
2024
Q4 | $62.3M | Buy |
806,574
+3,359
| +0.4% | +$260K | 4.01% | 8 |
|
2024
Q3 | $63.2M | Sell |
803,215
-23,660
| -3% | -$1.86M | 3.96% | 8 |
|
2024
Q2 | $63.4M | Sell |
826,875
-11,784
| -1% | -$904K | 4.11% | 9 |
|
2024
Q1 | $64.3M | Buy |
838,659
+27,788
| +3% | +$2.13M | 4.12% | 9 |
|
2023
Q4 | $62.5M | Sell |
810,871
-61,950
| -7% | -$4.77M | 4.22% | 9 |
|
2023
Q3 | $65.6M | Sell |
872,821
-15,571
| -2% | -$1.17M | 4.44% | 8 |
|
2023
Q2 | $67.1M | Sell |
888,392
-3,479
| -0.4% | -$263K | 4.39% | 8 |
|
2023
Q1 | $68.2M | Buy |
891,871
+639,419
| +253% | +$48.9M | 4.75% | 8 |
|
2022
Q4 | $19M | Sell |
252,452
-646,332
| -72% | -$48.7M | 1.93% | 20 |
|
2022
Q3 | $67.2M | Buy |
898,784
+4,521
| +0.5% | +$338K | 5.86% | 6 |
|
2022
Q2 | $68.7M | Sell |
894,263
-13,487
| -1% | -$1.04M | 5.73% | 7 |
|
2022
Q1 | $70.7M | Sell |
907,750
-62,532
| -6% | -$4.87M | 5.4% | 9 |
|
2021
Q4 | $78.4M | Buy |
970,282
+166,281
| +21% | +$13.4M | 5.56% | 8 |
|
2021
Q3 | $65.9M | Buy |
804,001
+130,471
| +19% | +$10.7M | 6.3% | 4 |
|
2021
Q2 | $55.3M | Buy |
673,530
+41,477
| +7% | +$3.41M | 6.86% | 3 |
|
2021
Q1 | $51.9M | Sell |
632,053
-15,279
| -2% | -$1.26M | 7.12% | 3 |
|
2020
Q4 | $53.7M | Sell |
647,332
-64,382
| -9% | -$5.34M | 8.19% | 3 |
|
2020
Q3 | $59.1M | Buy |
711,714
+908
| +0.1% | +$75.4K | 10.85% | 2 |
|
2020
Q2 | $59.1M | Buy |
710,806
+53,013
| +8% | +$4.41M | 10.93% | 2 |
|
2020
Q1 | $54.1M | Sell |
657,793
-24,463
| -4% | -$2.01M | 11.31% | 2 |
|
2019
Q4 | $55M | Buy |
682,256
+26,188
| +4% | +$2.11M | 9.57% | 2 |
|
2019
Q3 | $53M | Buy |
656,068
+6,178
| +1% | +$499K | 9.69% | 2 |
|
2019
Q2 | $52.3M | Buy |
649,890
+702
| +0.1% | +$56.5K | 9.14% | 2 |
|
2019
Q1 | $51.7M | Sell |
649,188
-11,424
| -2% | -$909K | 9.03% | 2 |
|
2018
Q4 | $51.9M | Sell |
660,612
-37,243
| -5% | -$2.93M | 9.66% | 2 |
|
2018
Q3 | $54.5M | Sell |
697,855
-9,406
| -1% | -$734K | 9.32% | 2 |
|
2018
Q2 | $55.3M | Sell |
707,261
-5,019
| -0.7% | -$393K | 9.41% | 2 |
|
2018
Q1 | $55.9M | Buy |
712,280
+17,371
| +2% | +$1.36M | 9.42% | 2 |
|
2017
Q4 | $55M | Buy |
694,909
+21,238
| +3% | +$1.68M | 9.16% | 2 |
|
2017
Q3 | $53.8M | Sell |
673,671
-72,757
| -10% | -$5.81M | 9.24% | 2 |
|
2017
Q2 | $59.6M | Sell |
746,428
-49,330
| -6% | -$3.94M | 8.77% | 3 |
|
2017
Q1 | $63.4M | Buy |
795,758
+3,416
| +0.4% | +$272K | 8.88% | 3 |
|
2016
Q4 | $63M | Buy |
792,342
+43,132
| +6% | +$3.43M | 9.01% | 3 |
|
2016
Q3 | $60.6M | Buy |
749,210
+105,560
| +16% | +$8.53M | 8.9% | 2 |
|
2016
Q2 | $52.2M | Buy |
643,650
+91,228
| +17% | +$7.39M | 8.29% | 2 |
|
2016
Q1 | $44.5M | Sell |
552,422
-4,909
| -0.9% | -$396K | 8.01% | 3 |
|
2015
Q4 | $44.3M | Sell |
557,331
-728
| -0.1% | -$57.9K | 9.67% | 3 |
|
2015
Q3 | $44.9M | Sell |
558,059
-17,687
| -3% | -$1.42M | 10.03% | 3 |
|
2015
Q2 | $46.2M | Buy |
575,746
+11,460
| +2% | +$919K | 9.64% | 3 |
|
2015
Q1 | $45.4M | Buy |
564,286
+24,968
| +5% | +$2.01M | 9.67% | 3 |
|
2014
Q4 | $43.1M | Sell |
539,318
-1,111
| -0.2% | -$88.8K | 9.86% | 3 |
|
2014
Q3 | $43.3M | Buy |
540,429
+16,170
| +3% | +$1.29M | 10% | 3 |
|
2014
Q2 | $42.1M | Buy |
524,259
+5,173
| +1% | +$416K | 9.6% | 3 |
|
2014
Q1 | $41.6M | Buy |
519,086
+22,840
| +5% | +$1.83M | 10.03% | 3 |
|
2013
Q4 | $39.7M | Buy |
496,246
+25,698
| +5% | +$2.05M | 9.6% | 3 |
|
2013
Q3 | $37.8M | Buy |
470,548
+24,699
| +6% | +$1.99M | 9.7% | 3 |
|
2013
Q2 | $35.7M | Buy |
+445,849
| New | +$35.7M | 9.97% | 3 |
|