EP
Essential Planning’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 | $6.83M | Buy |
86,764
+3,565
| +4% | +$281K | 2.54% | 8 |
|
|
2025
Q1 | $6.51M | Sell |
83,199
-4,741,808
| -98% | -$371M | 2.62% | 7 |
|
|
2024
Q4 | $375M | Buy |
4,825,007
+4,751,613
| +6,474% | +$369M | 2.44% | 9 |
|
|
2024
Q3 | $5.78M | Buy |
73,394
+918
| +1% | +$72.2K | 2.37% | 9 |
|
|
2024
Q2 | $5.56M | Buy |
72,476
+6,056
| +9% | +$464K | 2.45% | 9 |
|
|
2024
Q1 | $5.12M | Buy |
66,420
+44
| +0.1% | +$3.39K | 2.56% | 7 |
|
|
2023
Q4 | $5.11M | Sell |
66,376
-4,593
| -6% | -$354K | 2.58% | 7 |
|
|
2023
Q3 | $5.33M | Sell |
70,969
-2,248
| -3% | -$169K | 2.95% | 7 |
|
|
2023
Q2 | $5.53M | Buy |
73,217
+905
| +1% | +$68.4K | 3.15% | 7 |
|
|
2023
Q1 | $5.51M | Buy |
72,312
+603
| +0.8% | +$45.9K | 3.34% | 6 |
|
|
2022
Q4 | $5.34M | Buy |
+71,709
| New | +$5.34M | 4.1% | 7 |
|