Evensky & Katz’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 | $2.83M | Buy |
35,972
+2,005
| +6% | +$158K | 0.17% | 37 |
|
|
2025
Q1 | $2.66M | Buy |
33,967
+14,853
| +78% | +$1.16M | 0.18% | 38 |
|
|
2024
Q4 | $1.48M | Buy |
19,114
+3,536
| +23% | +$273K | 0.1% | 47 |
|
|
2024
Q3 | $1.23M | Buy |
15,578
+98
| +0.6% | +$7.71K | 0.08% | 50 |
|
|
2024
Q2 | $1.19M | Sell |
15,480
-734
| -5% | -$56.3K | 0.08% | 49 |
|
|
2024
Q1 | $1.24M | Buy |
16,214
+993
| +7% | +$76.1K | 0.09% | 49 |
|
|
2023
Q4 | $1.17M | Sell |
15,221
-376
| -2% | -$29K | 0.09% | 48 |
|
|
2023
Q3 | $1.17M | Sell |
15,597
-1,616
| -9% | -$121K | 0.1% | 46 |
|
|
2023
Q2 | $1.3M | Sell |
17,213
-1,259
| -7% | -$95.2K | 0.1% | 45 |
|
|
2023
Q1 | $1.41M | Buy |
18,472
+454
| +3% | +$34.7K | 0.11% | 43 |
|
|
2022
Q4 | $1.36M | Buy |
18,018
+748
| +4% | +$56.3K | 0.12% | 46 |
|
|
2022
Q3 | $1.29M | Sell |
17,270
-188
| -1% | -$14.1K | 0.15% | 43 |
|
|
2022
Q2 | $1.34M | Sell |
17,458
-2,497
| -13% | -$192K | 0.15% | 40 |
|
|
2022
Q1 | $1.55M | Sell |
19,955
-11,375
| -36% | -$886K | 0.15% | 38 |
|
|
2021
Q4 | $2.53M | Buy |
31,330
+11,430
| +57% | +$924K | 0.24% | 33 |
|
|
2021
Q3 | $1.63M | Sell |
19,900
-28,404
| -59% | -$2.33M | 0.17% | 36 |
|
|
2021
Q2 | $3.97M | Sell |
48,304
-820
| -2% | -$67.4K | 0.4% | 27 |
|
|
2021
Q1 | $4.04M | Sell |
49,124
-10,941
| -18% | -$899K | 0.45% | 27 |
|
|
2020
Q4 | $4.98M | Sell |
60,065
-163
| -0.3% | -$13.5K | 0.62% | 23 |
|
|
2020
Q3 | $5M | Buy |
60,228
+14,677
| +32% | +$1.22M | 0.68% | 24 |
|
|
2020
Q2 | $3.79M | Buy |
45,551
+3,226
| +8% | +$268K | 0.55% | 24 |
|
|
2020
Q1 | $3.48M | Sell |
42,325
-5,622
| -12% | -$462K | 0.55% | 28 |
|
|
2019
Q4 | $3.87M | Sell |
47,947
-5,097
| -10% | -$411K | 0.54% | 25 |
|
|
2019
Q3 | $4.29M | Buy |
53,044
+2,066
| +4% | +$167K | 0.59% | 25 |
|
|
2019
Q2 | $4.11M | Buy |
50,978
+3,272
| +7% | +$263K | 0.57% | 23 |
|
|
2019
Q1 | $3.8M | Buy |
+47,706
| New | +$3.8M | 0.53% | 26 |
|