Financial Counselors Inc’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 | – | Sell |
-5,794
| Closed | -$454K | – | 78 |
|
|
2025
Q1 | $454K | Sell |
5,794
-3,536
| -38% | -$277K | 0.01% | 429 |
|
|
2024
Q4 | $721K | Sell |
9,330
-200
| -2% | -$15.5K | 0.01% | 368 |
|
|
2024
Q3 | $750K | Sell |
9,530
-56
| -0.6% | -$4.41K | 0.01% | 377 |
|
|
2024
Q2 | $735K | Buy |
9,586
+2,988
| +45% | +$229K | 0.01% | 356 |
|
|
2024
Q1 | $506K | Buy |
6,598
+2,779
| +73% | +$213K | 0.01% | 409 |
|
|
2023
Q4 | $294K | Buy |
3,819
+315
| +9% | +$24.3K | 0.01% | 492 |
|
|
2023
Q3 | $263K | Buy |
+3,504
| New | +$263K | 0.01% | 487 |
|