Estate Counselors’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 | $17M | Buy |
215,481
+194,845
| +944% | +$15.3M | 1.67% | 5 |
|
|
2025
Q1 | $1.62M | Buy |
20,636
+705
| +4% | +$55.2K | 0.17% | 59 |
|
|
2024
Q4 | $1.54M | Hold |
19,931
| – | – | 0.16% | 67 |
|
|
2024
Q3 | $1.57M | Sell |
19,931
-10,679
| -35% | -$840K | 0.16% | 69 |
|
|
2024
Q2 | $2.35M | Sell |
30,610
-12,790
| -29% | -$981K | 0.26% | 36 |
|
|
2024
Q1 | $3.33M | Sell |
43,400
-689,495
| -94% | -$52.9M | 0.38% | 23 |
|
|
2023
Q4 | $56.4M | Buy |
732,895
+522,150
| +248% | +$40.2M | 6.97% | 3 |
|
|
2023
Q3 | $15.8M | Sell |
210,745
-6,160
| -3% | -$463K | 2.11% | 14 |
|
|
2023
Q2 | $16.4M | Sell |
216,905
-132,233
| -38% | -$9.99M | 2.08% | 16 |
|
|
2023
Q1 | $26.7M | Sell |
349,138
-400,015
| -53% | -$30.6M | 3.53% | 3 |
|
|
2022
Q4 | $56.4M | Sell |
749,153
-513,873
| -41% | -$38.7M | 7.89% | 1 |
|
|
2022
Q3 | $70.6M | Buy |
1,263,026
+599,530
| +90% | +$33.5M | 10.93% | 1 |
|
|
2022
Q2 | $50.9M | Sell |
663,496
-15,493
| -2% | -$1.19M | 7.58% | 2 |
|
|
2022
Q1 | $52.9M | Sell |
678,989
-288,399
| -30% | -$22.5M | 6.88% | 2 |
|
|
2021
Q4 | $78.2M | Buy |
967,388
+84,403
| +10% | +$6.82M | 9.5% | 1 |
|
|
2021
Q3 | $72.4M | Buy |
882,985
+570,930
| +183% | +$46.8M | 9.05% | 1 |
|
|
2021
Q2 | $25.6M | Buy |
312,055
+181,840
| +140% | +$14.9M | 3.36% | 5 |
|
|
2021
Q1 | $10.7M | Buy |
130,215
+78,800
| +153% | +$6.48M | 1.57% | 22 |
|
|
2020
Q4 | $4.26M | Buy |
+51,415
| New | +$4.26M | 0.64% | 45 |
|
|
2019
Q2 | – | Sell |
-108,100
| Closed | -$8.6M | – | 67 |
|
|
2019
Q1 | $8.6M | Hold |
108,100
| – | – | 1.47% | 29 |
|
|
2018
Q4 | $8.49M | Buy |
+108,100
| New | +$8.49M | 1.72% | 22 |
|
|
2017
Q4 | – | Sell |
-3,320
| Closed | -$265K | – | 61 |
|
|
2017
Q3 | $265K | Sell |
3,320
-70,600
| -96% | -$5.64M | 0.05% | 55 |
|
|
2017
Q2 | $5.9M | Buy |
+73,920
| New | +$5.9M | 1.34% | 28 |
|
|
2017
Q1 | – | Sell |
-42,200
| Closed | -$3.35M | – | 65 |
|
|
2016
Q4 | $3.35M | Buy |
+42,200
| New | +$3.35M | 0.93% | 41 |
|
|
2016
Q2 | – | Sell |
-3,920
| Closed | -$316K | – | 56 |
|
|
2016
Q1 | $316K | Buy |
+3,920
| New | +$316K | 0.14% | 48 |
|
|
2015
Q1 | – | Sell |
-8,450
| Closed | -$676K | – | 55 |
|
|
2014
Q4 | $676K | Hold |
8,450
| – | – | 0.24% | 43 |
|
|
2014
Q3 | $677K | Sell |
8,450
-6,180
| -42% | -$495K | 0.26% | 40 |
|
|
2014
Q2 | $1.18M | Sell |
14,630
-470
| -3% | -$37.7K | 0.45% | 34 |
|
|
2014
Q1 | $1.21M | Buy |
15,100
+12,030
| +392% | +$963K | 0.49% | 34 |
|
|
2013
Q4 | $1.45M | Sell |
3,070
-8,220
| -73% | -$3.89M | 0.64% | 33 |
|
|
2013
Q3 | $907K | Sell |
11,290
-1,850
| -14% | -$149K | 0.42% | 34 |
|
|
2013
Q2 | $1.05M | Buy |
+13,140
| New | +$1.05M | 0.53% | 34 |
|