Exeter Financial’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 | $9.2M | Sell |
116,905
-12,287
| -10% | -$967K | 4.1% | 3 |
|
|
2025
Q1 | $10.1M | Sell |
129,192
-3,853
| -3% | -$302K | 4.54% | 2 |
|
|
2024
Q4 | $10.3M | Buy |
133,045
+3,932
| +3% | +$304K | 4.71% | 3 |
|
|
2024
Q3 | $10.2M | Buy |
129,113
+3,541
| +3% | +$279K | 4.5% | 2 |
|
|
2024
Q2 | $9.63M | Sell |
125,572
-298
| -0.2% | -$22.9K | 4.59% | 2 |
|
|
2024
Q1 | $9.63M | Buy |
125,870
+1,583
| +1% | +$121K | 4.44% | 3 |
|
|
2023
Q4 | $9.55M | Buy |
124,287
+4,652
| +4% | +$358K | 4.63% | 2 |
|
|
2023
Q3 | $8.99M | Buy |
119,635
+1,207
| +1% | +$90.7K | 4.75% | 3 |
|
|
2023
Q2 | $8.92M | Sell |
118,428
-1,542
| -1% | -$116K | 4.6% | 3 |
|
|
2023
Q1 | $9.18M | Sell |
119,970
-3,641
| -3% | -$279K | 4.6% | 2 |
|
|
2022
Q4 | $9.31M | Buy |
123,611
+1,697
| +1% | +$128K | 4.85% | 1 |
|
|
2022
Q3 | $9.12M | Buy |
121,914
+14,898
| +14% | +$1.11M | 5.3% | 1 |
|
|
2022
Q2 | $8.22M | Buy |
+107,016
| New | +$8.22M | 4.58% | 1 |
|