Evergreen Capital Management’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 | $552K | Buy |
+7,018
| New | +$552K | 0.02% | 520 |
|
|
2025
Q1 | – | Sell |
-2,691
| Closed | -$208K | – | 1096 |
|
|
2024
Q4 | $208K | Hold |
2,691
| – | – | 0.01% | 975 |
|
|
2024
Q3 | $212K | Sell |
2,691
-1,728
| -39% | -$136K | 0.01% | 907 |
|
|
2024
Q2 | $339K | Hold |
4,419
| – | – | 0.01% | 614 |
|
|
2024
Q1 | $339K | Hold |
4,419
| – | – | 0.01% | 589 |
|
|
2023
Q4 | $340K | Hold |
4,419
| – | – | 0.01% | 538 |
|
|
2023
Q3 | $332K | Hold |
4,419
| – | – | 0.01% | 520 |
|
|
2023
Q2 | $334K | Hold |
4,419
| – | – | 0.01% | 518 |
|
|
2023
Q1 | $338K | Buy |
4,419
+508
| +13% | +$38.9K | 0.02% | 474 |
|
|
2022
Q4 | $294K | Hold |
3,911
| – | – | 0.01% | 493 |
|
|
2022
Q3 | $293K | Sell |
3,911
-175
| -4% | -$13.1K | 0.02% | 452 |
|
|
2022
Q2 | $314K | Hold |
4,086
| – | – | 0.02% | 414 |
|
|
2022
Q1 | $318K | Sell |
4,086
-466
| -10% | -$36.3K | 0.01% | 468 |
|
|
2021
Q4 | $368K | Buy |
4,552
+1,314
| +41% | +$106K | 0.01% | 426 |
|
|
2021
Q3 | $265K | Sell |
3,238
-380
| -11% | -$31.1K | 0.01% | 472 |
|
|
2021
Q2 | $297K | Hold |
3,618
| – | – | 0.01% | 418 |
|
|
2021
Q1 | $297K | Sell |
3,618
-625
| -15% | -$51.3K | 0.02% | 399 |
|
|
2020
Q4 | $352K | Buy |
4,243
+390
| +10% | +$32.4K | 0.02% | 323 |
|
|
2020
Q3 | $320K | Buy |
+3,853
| New | +$320K | 0.02% | 321 |
|
|
2020
Q1 | – | Sell |
-3,000
| Closed | -$242K | – | 388 |
|
|
2019
Q4 | $242K | Buy |
+3,000
| New | +$242K | 0.02% | 390 |
|