EWM
Empirical Wealth Management’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 | $2.62M | Sell |
33,234
-1,869
| -5% | -$147K | 0.06% | 198 |
|
|
2025
Q1 | $2.75M | Buy |
35,103
+4,827
| +16% | +$378K | 0.07% | 174 |
|
|
2024
Q4 | $2.34M | Buy |
30,276
+11,180
| +59% | +$864K | 0.06% | 174 |
|
|
2024
Q3 | $1.5M | Sell |
19,096
-1,357
| -7% | -$107K | 0.04% | 218 |
|
|
2024
Q2 | $1.57M | Buy |
20,453
+2,255
| +12% | +$173K | 0.05% | 206 |
|
|
2024
Q1 | $1.4M | Buy |
18,198
+214
| +1% | +$16.4K | 0.04% | 221 |
|
|
2023
Q4 | $1.39M | Buy |
17,984
+3,518
| +24% | +$271K | 0.05% | 204 |
|
|
2023
Q3 | $1.09M | Buy |
14,466
+73
| +0.5% | +$5.49K | 0.04% | 213 |
|
|
2023
Q2 | $1.09M | Buy |
14,393
+268
| +2% | +$20.3K | 0.04% | 216 |
|
|
2023
Q1 | $1.08M | Sell |
14,125
-304
| -2% | -$23.3K | 0.05% | 205 |
|
|
2022
Q4 | $1.09M | Sell |
14,429
-5,848
| -29% | -$440K | 0.05% | 197 |
|
|
2022
Q3 | $1.52M | Sell |
20,277
-4,390
| -18% | -$328K | 0.08% | 156 |
|
|
2022
Q2 | $1.89M | Buy |
24,667
+4,795
| +24% | +$368K | 0.1% | 134 |
|
|
2022
Q1 | $1.55M | Sell |
19,872
-3,779
| -16% | -$294K | 0.08% | 163 |
|
|
2021
Q4 | $1.91M | Buy |
23,651
+467
| +2% | +$37.8K | 0.1% | 136 |
|
|
2021
Q3 | $1.9M | Buy |
23,184
+2,680
| +13% | +$220K | 0.11% | 121 |
|
|
2021
Q2 | $1.69M | Buy |
20,504
+669
| +3% | +$55K | 0.1% | 128 |
|
|
2021
Q1 | $1.63M | Sell |
19,835
-4,235
| -18% | -$348K | 0.13% | 117 |
|
|
2020
Q4 | $2M | Sell |
24,070
-1,505
| -6% | -$125K | 0.15% | 98 |
|
|
2020
Q3 | $2.12M | Sell |
25,575
-745
| -3% | -$61.9K | 0.18% | 81 |
|
|
2020
Q2 | $2.19M | Sell |
26,320
-5,356
| -17% | -$445K | 0.2% | 73 |
|
|
2020
Q1 | $2.6M | Buy |
31,676
+1,675
| +6% | +$138K | 0.28% | 55 |
|
|
2019
Q4 | $2.42M | Sell |
30,001
-5,103
| -15% | -$411K | 0.27% | 56 |
|
|
2019
Q3 | $2.84M | Buy |
35,104
+9,076
| +35% | +$733K | 0.34% | 44 |
|
|
2019
Q2 | $2.1M | Buy |
26,028
+14,765
| +131% | +$1.19M | 0.27% | 59 |
|
|
2019
Q1 | $896K | Buy |
11,263
+497
| +5% | +$39.5K | 0.13% | 97 |
|
|
2018
Q4 | $846K | Sell |
10,766
-44
| -0.4% | -$3.46K | 0.14% | 84 |
|
|
2018
Q3 | $844K | Buy |
10,810
+4,097
| +61% | +$320K | 0.15% | 80 |
|
|
2018
Q2 | $525K | Sell |
6,713
-15
| -0.2% | -$1.17K | 0.1% | 106 |
|
|
2018
Q1 | $528K | Sell |
6,728
-259
| -4% | -$20.3K | 0.1% | 95 |
|
|
2017
Q4 | $553K | Sell |
6,987
-19,950
| -74% | -$1.58M | 0.12% | 86 |
|
|
2017
Q3 | $2.15M | Buy |
26,937
+18,834
| +232% | +$1.5M | 0.5% | 25 |
|
|
2017
Q2 | $647K | Buy |
8,103
+50
| +0.6% | +$3.99K | 0.16% | 71 |
|
|
2017
Q1 | $642K | Sell |
8,053
-3,777
| -32% | -$301K | 0.16% | 68 |
|
|
2016
Q4 | $940K | Buy |
+11,830
| New | +$940K | 0.23% | 55 |
|
|
2016
Q3 | – | Sell |
-13,039
| Closed | -$1.06M | – | 111 |
|
|
2016
Q2 | $1.06M | Sell |
13,039
-1,185
| -8% | -$96.1K | 0.28% | 44 |
|
|
2016
Q1 | $1.15M | Buy |
14,224
+28
| +0.2% | +$2.26K | 0.28% | 44 |
|
|
2015
Q4 | $1.13M | Sell |
14,196
-624
| -4% | -$49.7K | 0.27% | 48 |
|
|
2015
Q3 | $1.19M | Sell |
14,820
-234
| -2% | -$18.8K | 0.28% | 46 |
|
|
2015
Q2 | $1.21M | Sell |
15,054
-3,105
| -17% | -$249K | 0.28% | 48 |
|
|
2015
Q1 | $1.46M | Buy |
18,159
+307
| +2% | +$24.7K | 0.35% | 38 |
|
|
2014
Q4 | $1.43M | Sell |
17,852
-788
| -4% | -$63K | 0.35% | 40 |
|
|
2014
Q3 | $1.49M | Sell |
18,640
-1,307
| -7% | -$105K | 0.36% | 39 |
|
|
2014
Q2 | $1.6M | Sell |
19,947
-6,507
| -25% | -$523K | 0.4% | 35 |
|
|
2014
Q1 | $2.12M | Sell |
26,454
-9,647
| -27% | -$773K | 0.56% | 25 |
|
|
2013
Q4 | $2.89M | Sell |
36,101
-35,848
| -50% | -$2.87M | 0.82% | 16 |
|
|
2013
Q3 | $5.78M | Sell |
71,949
-33,752
| -32% | -$2.71M | 1.81% | 12 |
|
|
2013
Q2 | $8.46M | Buy |
+105,701
| New | +$8.46M | 2.82% | 10 |
|