Financial Advocates Investment Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Financial Advocates Investment Management’s Portfolio BSV Stock Details BSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.24M	Sell	53,837 -4,226	-7%	-$333K	0.35%	64
2025 Q1	$4.55M	Sell	58,063 -3,131	-5%	-$245K	0.32%	71
2024 Q4	$4.73M	Buy	61,194 +7,519	+14%	+$581K	0.27%	82
2024 Q3	$4.22M	Sell	53,675 -8,113	-13%	-$638K	0.24%	100
2024 Q2	$4.74M	Sell	61,788 -3,845	-6%	-$295K	0.29%	76
2024 Q1	$5.03M	Sell	65,633 -3,674	-5%	-$282K	0.29%	84
2023 Q4	$5.34M	Buy	69,307 +5,063	+8%	+$390K	0.35%	68
2023 Q3	$4.83M	Buy	64,244 +12,125	+23%	+$911K	0.35%	73
2023 Q2	$3.94M	Sell	52,119 -2,106	-4%	-$159K	0.28%	87
2023 Q1	$4.15M	Sell	54,225 -3,874	-7%	-$296K	0.3%	76
2022 Q4	$4.37M	Buy	58,099 +12,866	+28%	+$969K	0.33%	75
2022 Q3	$3.39M	Sell	45,233 -27,457	-38%	-$2.06M	0.28%	95
2022 Q2	$5.58M	Sell	72,690 -43,701	-38%	-$3.36M	0.45%	42
2022 Q1	$9.07M	Buy	116,391 +26,453	+29%	+$2.06M	0.6%	31
2021 Q4	$7.25M	Sell	89,938 -54,842	-38%	-$4.42M	0.46%	37
2021 Q3	$11.9M	Buy	144,780 +21,386	+17%	+$1.75M	0.8%	17
2021 Q2	$10.1M	Buy	123,394 +763	+0.6%	+$62.7K	0.68%	21
2021 Q1	$10.1M	Buy	122,631 +27,900	+29%	+$2.29M	0.71%	21
2020 Q4	$7.95M	Buy	94,731 +15,702	+20%	+$1.32M	0.54%	32
2020 Q3	$6.56M	Buy	79,029 +41,863	+113%	+$3.48M	0.56%	35
2020 Q2	$3.09M	Sell	37,166 -2,672	-7%	-$222K	0.29%	82
2020 Q1	$3.27M	Sell	39,838 -983	-2%	-$80.8K	0.47%	52
2019 Q4	$3.29M	Buy	40,821 +20,618	+102%	+$1.66M	0.35%	72
2019 Q3	$1.63M	Sell	20,203 -860	-4%	-$69.5K	0.19%	128
2019 Q2	$1.7M	Buy	21,063 +3,299	+19%	+$266K	0.2%	128
2019 Q1	$1.41M	Sell	17,764 -19,052	-52%	-$1.52M	0.18%	139
2018 Q4	$2.89M	Buy	36,816 +19,251	+110%	+$1.51M	0.39%	68
2018 Q3	$1.37M	Buy	17,565 +2,208	+14%	+$172K	0.15%	149
2018 Q2	$1.2M	Buy	15,357 +2,741	+22%	+$214K	0.15%	147
2018 Q1	$990K	Sell	12,616 -6,399	-34%	-$502K	0.13%	164
2017 Q4	$1.5M	Buy	+19,015	New	+$1.5M	0.21%	106