Evermay Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-58
| Closed | -$4.54K | – | 578 |
|
|
2025
Q1 | $4.54K | Buy |
+58
| New | +$4.5K | ﹤0.01% | 491 |
|
|
2023
Q3 | – | Sell |
-5,513
| Closed | -$417K | – | 562 |
|
|
2023
Q2 | $417K | Hold |
5,513
| – | – | 0.08% | 115 |
|
|
2023
Q1 | $422K | Sell |
5,513
-1,289
| -19% | -$97.7K | 0.09% | 107 |
|
|
2022
Q4 | $512K | Sell |
6,802
-102,249
| -94% | -$7.67M | 0.1% | 97 |
|
|
2022
Q3 | $8.16M | Sell |
109,051
-6,470
| -6% | -$494K | 1.62% | 11 |
|
|
2022
Q2 | $8.87M | Sell |
115,521
-43,453
| -27% | -$3.35M | 1.72% | 11 |
|
|
2022
Q1 | $12.4M | Buy |
158,974
+150,985
| +1,890% | +$12M | 2.08% | 11 |
|
|
2021
Q4 | $646K | Buy |
7,989
+4,389
| +122% | +$357K | 0.12% | 73 |
|
|
2021
Q3 | $295K | Hold |
3,600
| – | – | 0.06% | 134 |
|
|
2021
Q2 | $296K | Hold |
3,600
| – | – | 0.05% | 145 |
|
|
2021
Q1 | $296K | Sell |
3,600
-5,760
| -62% | -$476K | 0.06% | 142 |
|
|
2020
Q4 | $776K | Buy |
9,360
+1,005
| +12% | +$83.3K | 0.17% | 60 |
|
|
2020
Q3 | $694K | Buy |
8,355
+1,433
| +21% | +$119K | 0.17% | 64 |
|
|
2020
Q2 | $575K | Buy |
6,922
+880
| +15% | +$72.8K | 0.15% | 69 |
|
|
2020
Q1 | $497K | Hold |
6,042
| – | – | 0.15% | 67 |
|
|
2019
Q4 | $487K | Hold |
6,042
| – | – | 0.12% | 91 |
|
|
2019
Q3 | $488K | Hold |
6,042
| – | – | 0.13% | 79 |
|
|
2019
Q2 | $487K | Sell |
6,042
-135
| -2% | -$10.8K | 0.14% | 76 |
|
|
2019
Q1 | $492K | Hold |
6,177
| – | – | 0.14% | 75 |
|
|
2018
Q4 | $485K | Hold |
6,177
| – | – | 0.16% | 65 |
|
|
2018
Q3 | $482K | Hold |
6,177
| – | – | 0.15% | 75 |
|
|
2018
Q2 | $483K | Buy |
6,177
+80
| +1% | +$6.25K | 0.16% | 73 |
|
|
2018
Q1 | $478K | Sell |
6,097
-31
| -0.5% | -$2.44K | 0.16% | 69 |
|
|
2017
Q4 | $485K | Buy |
6,128
+430
| +8% | +$34.2K | 0.18% | 65 |
|
|
2017
Q3 | $455K | Buy |
5,698
+235
| +4% | +$18.8K | 0.2% | 49 |
|
|
2017
Q2 | $436K | Buy |
5,463
+1,058
| +24% | +$84.5K | 0.19% | 43 |
|
|
2017
Q1 | $351K | Hold |
4,405
| – | – | 0.16% | 53 |
|
|
2016
Q4 | $350K | Hold |
4,405
| – | – | 0.17% | 46 |
|
|
2016
Q3 | $356K | Hold |
4,405
| – | – | 0.18% | 44 |
|
|
2016
Q2 | $357K | Sell |
4,405
-230
| -5% | -$18.5K | 0.19% | 46 |
|
|
2016
Q1 | $374K | Buy |
4,635
+970
| +26% | +$77.8K | 0.21% | 44 |
|
|
2015
Q4 | $292K | Buy |
3,665
+1,000
| +38% | +$80K | 0.17% | 52 |
|
|
2015
Q3 | $214K | Buy |
+2,665
| New | +$214K | 0.13% | 77 |
|
|
2015
Q2 | – | Sell |
-2,565
| Closed | -$207K | – | 85 |
|
|
2015
Q1 | $207K | Buy |
+2,565
| New | +$206K | 0.12% | 83 |
|
Other funds holding BSV
AF
Evermay Wealth Management's BSV Position: Q2 2025 in Review
Evermay Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2025, closing a stake of 58 shares — an estimated $4.54K sold.
Evermay Wealth Management first reported a position in BSV in Q1 2015 and held it in 34 quarters. The position peaked at $12.4M in Q1 2022. 1,227 funds tracked by Wall St. Rank hold BSV as of Q2 2025.
- Evermay Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
- Evermay Wealth Management sold 58 Vanguard Short-Term Bond ETF shares in Q2 2025, an estimated $4.54K.
- Evermay Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2015 and held it in 34 quarters.
- Evermay Wealth Management's Vanguard Short-Term Bond ETF position peaked at $12.4M in Q1 2022.
- 1,227 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2025.
Based on Evermay Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.