EHC
Everett Harris & Co’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 | $2.87M | Sell |
36,445
-1,860
| -5% | -$146K | 0.04% | 95 |
|
|
2025
Q1 | $3M | Sell |
38,305
-8,150
| -18% | -$638K | 0.04% | 90 |
|
|
2024
Q4 | $3.59M | Buy |
46,455
+100
| +0.2% | +$7.73K | 0.05% | 85 |
|
|
2024
Q3 | $3.65M | Sell |
46,355
-25
| -0.1% | -$1.97K | 0.05% | 83 |
|
|
2024
Q2 | $3.56M | Sell |
46,380
-1,240
| -3% | -$95.1K | 0.05% | 82 |
|
|
2024
Q1 | $3.65M | Sell |
47,620
-1,350
| -3% | -$104K | 0.05% | 79 |
|
|
2023
Q4 | $3.77M | Sell |
48,970
-57,475
| -54% | -$4.43M | 0.05% | 79 |
|
|
2023
Q3 | $8M | Sell |
106,445
-950
| -0.9% | -$71.4K | 0.12% | 52 |
|
|
2023
Q2 | $8.12M | Sell |
107,395
-8,679
| -7% | -$656K | 0.12% | 53 |
|
|
2023
Q1 | $8.88M | Sell |
116,074
-5,626
| -5% | -$430K | 0.14% | 51 |
|
|
2022
Q4 | $9.16M | Sell |
121,700
-33,210
| -21% | -$2.5M | 0.16% | 52 |
|
|
2022
Q3 | $11.6M | Sell |
154,910
-156,029
| -50% | -$11.7M | 0.21% | 48 |
|
|
2022
Q2 | $23.9M | Sell |
310,939
-203,555
| -40% | -$15.6M | 0.41% | 39 |
|
|
2022
Q1 | $40.1M | Sell |
514,494
-123,900
| -19% | -$9.65M | 0.57% | 34 |
|
|
2021
Q4 | $51.6M | Buy |
638,394
+54,670
| +9% | +$4.42M | 0.72% | 31 |
|
|
2021
Q3 | $47.8M | Buy |
583,724
+134,396
| +30% | +$11M | 0.76% | 32 |
|
|
2021
Q2 | $36.9M | Buy |
449,328
+57,205
| +15% | +$4.7M | 0.59% | 34 |
|
|
2021
Q1 | $32.2M | Buy |
392,123
+1,871
| +0.5% | +$154K | 0.56% | 37 |
|
|
2020
Q4 | $32.4M | Buy |
390,252
+14,638
| +4% | +$1.21M | 0.57% | 37 |
|
|
2020
Q3 | $31.2M | Sell |
375,614
-22,918
| -6% | -$1.9M | 0.61% | 34 |
|
|
2020
Q2 | $33.1M | Buy |
398,532
+362,257
| +999% | +$30.1M | 0.73% | 33 |
|
|
2020
Q1 | $2.98M | Buy |
36,275
+8,345
| +30% | +$686K | 0.08% | 73 |
|
|
2019
Q4 | $2.25M | Buy |
27,930
+100
| +0.4% | +$8.06K | 0.05% | 102 |
|
|
2019
Q3 | $2.25M | Sell |
27,830
-250
| -0.9% | -$20.2K | 0.06% | 96 |
|
|
2019
Q2 | $2.26M | Sell |
28,080
-2,250
| -7% | -$181K | 0.06% | 94 |
|
|
2019
Q1 | $2.41M | Buy |
30,330
+1,500
| +5% | +$119K | 0.06% | 93 |
|
|
2018
Q4 | $2.27M | Sell |
28,830
-3,950
| -12% | -$310K | 0.06% | 89 |
|
|
2018
Q3 | $2.56M | Sell |
32,780
-2,125
| -6% | -$166K | 0.06% | 86 |
|
|
2018
Q2 | $2.73M | Sell |
34,905
-7,000
| -17% | -$547K | 0.07% | 79 |
|
|
2018
Q1 | $3.29M | Sell |
41,905
-10,975
| -21% | -$861K | 0.09% | 73 |
|
|
2017
Q4 | $4.18M | Hold |
52,880
| – | – | 0.12% | 66 |
|
|
2017
Q3 | $4.22M | Sell |
52,880
-770
| -1% | -$61.5K | 0.13% | 64 |
|
|
2017
Q2 | $4.28M | Sell |
53,650
-530
| -1% | -$42.3K | 0.13% | 66 |
|
|
2017
Q1 | $4.32M | Sell |
54,180
-1,525
| -3% | -$122K | 0.14% | 64 |
|
|
2016
Q4 | $4.43M | Buy |
55,705
+275
| +0.5% | +$21.9K | 0.16% | 59 |
|
|
2016
Q3 | $4.48M | Buy |
55,430
+1,975
| +4% | +$160K | 0.16% | 65 |
|
|
2016
Q2 | $4.33M | Hold |
53,455
| – | – | 0.15% | 67 |
|
|
2016
Q1 | $4.31M | Sell |
53,455
-3,155
| -6% | -$254K | 0.15% | 69 |
|
|
2015
Q4 | $4.5M | Sell |
56,610
-5,925
| -9% | -$471K | 0.16% | 63 |
|
|
2015
Q3 | $5.03M | Sell |
62,535
-7,800
| -11% | -$627K | 0.18% | 62 |
|
|
2015
Q2 | $5.64M | Sell |
70,335
-5,850
| -8% | -$469K | 0.2% | 57 |
|
|
2015
Q1 | $6.13M | Sell |
76,185
-10,680
| -12% | -$860K | 0.21% | 56 |
|
|
2014
Q4 | $6.95M | Sell |
86,865
-8,825
| -9% | -$706K | 0.24% | 55 |
|
|
2014
Q3 | $7.66M | Sell |
95,690
-19,850
| -17% | -$1.59M | 0.28% | 53 |
|
|
2014
Q2 | $9.28M | Sell |
115,540
-10,225
| -8% | -$821K | 0.34% | 50 |
|
|
2014
Q1 | $10.1M | Sell |
125,765
-14,475
| -10% | -$1.16M | 0.37% | 50 |
|
|
2013
Q4 | $11.2M | Sell |
140,240
-17,150
| -11% | -$1.37M | 0.42% | 45 |
|
|
2013
Q3 | $12.6M | Sell |
157,390
-20,875
| -12% | -$1.68M | 0.52% | 41 |
|
|
2013
Q2 | $14.3M | Buy |
+178,265
| New | +$14.3M | 0.6% | 39 |
|