Everhart Financial Group’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 | $2.42M | Sell |
30,801
-554
| -2% | -$43.6K | 0.28% | 48 |
|
|
2025
Q1 | $2.45M | Buy |
31,355
+2,106
| +7% | +$165K | 0.34% | 41 |
|
|
2024
Q4 | $2.26M | Sell |
29,249
-906
| -3% | -$70K | 0.47% | 38 |
|
|
2024
Q3 | $2.37M | Buy |
30,155
+30
| +0.1% | +$2.36K | 0.53% | 37 |
|
|
2024
Q2 | $2.31M | Buy |
30,125
+372
| +1% | +$28.5K | 0.6% | 32 |
|
|
2024
Q1 | $2.28M | Sell |
29,753
-2,566
| -8% | -$197K | 0.66% | 29 |
|
|
2023
Q4 | $2.49M | Buy |
32,319
+22,673
| +235% | +$1.75M | 0.88% | 28 |
|
|
2023
Q3 | $725K | Sell |
9,646
-4,522
| -32% | -$340K | 0.31% | 70 |
|
|
2023
Q2 | $1.07M | Sell |
14,168
-89
| -0.6% | -$6.73K | 0.44% | 45 |
|
|
2023
Q1 | $1.09M | Sell |
14,257
-63,298
| -82% | -$4.84M | 0.49% | 42 |
|
|
2022
Q4 | $5.84M | Buy |
77,555
+73,246
| +1,700% | +$5.51M | 2.93% | 7 |
|
|
2022
Q3 | $323K | Buy |
+4,309
| New | +$323K | 0.18% | 114 |
|