Evoke Wealth’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 | $1.78M | Sell |
22,663
-2,607
| -10% | -$205K | 0.04% | 162 |
|
|
2025
Q1 | $1.98M | Buy |
25,270
+16,030
| +173% | +$1.25M | 0.05% | 135 |
|
|
2024
Q4 | $714K | Hold |
9,240
| – | – | 0.02% | 216 |
|
|
2024
Q3 | $727K | Hold |
9,240
| – | – | 0.02% | 210 |
|
|
2024
Q2 | $709K | Hold |
9,240
| – | – | 0.84% | 22 |
|
|
2024
Q1 | $708K | Hold |
9,240
| – | – | 0.02% | 205 |
|
|
2023
Q4 | $712K | Hold |
9,240
| – | – | 1.15% | 15 |
|
|
2023
Q3 | $695K | Hold |
9,240
| – | – | 0.02% | 206 |
|
|
2023
Q2 | $698K | Hold |
9,240
| – | – | 0.02% | 190 |
|
|
2023
Q1 | $707K | Hold |
9,240
| – | – | 0.03% | 184 |
|
|
2022
Q4 | $696K | Hold |
9,240
| – | – | 0.03% | 188 |
|
|
2022
Q3 | $691K | Hold |
9,240
| – | – | 0.03% | 182 |
|
|
2022
Q2 | $710K | Hold |
9,240
| – | – | 0.03% | 188 |
|
|
2022
Q1 | $720K | Hold |
9,240
| – | – | 0.02% | 201 |
|
|
2021
Q4 | $747K | Hold |
9,240
| – | – | 0.02% | 203 |
|
|
2021
Q3 | $757K | Hold |
9,240
| – | – | 0.03% | 191 |
|
|
2021
Q2 | $759K | Hold |
9,240
| – | – | 0.03% | 196 |
|
|
2021
Q1 | $759K | Hold |
9,240
| – | – | 0.03% | 176 |
|
|
2020
Q4 | $766K | Buy |
9,240
+5,400
| +141% | +$448K | 0.05% | 115 |
|
|
2020
Q3 | $319K | Hold |
3,840
| – | – | 0.03% | 170 |
|
|
2020
Q2 | $319K | Hold |
3,840
| – | – | 0.03% | 147 |
|
|
2020
Q1 | $316K | Buy |
+3,840
| New | +$316K | 0.04% | 133 |
|
|
2019
Q4 | – | Sell |
-3,840
| Closed | -$310K | – | 1277 |
|
|
2019
Q3 | $310K | Buy |
+3,840
| New | +$310K | 0.04% | 196 |
|