Financial Engines Advisors’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 | $15.2M | Sell |
192,693
-68,947
| -26% | -$5.43M | 0.03% | 82 |
|
2025
Q1 | $20.5M | Sell |
261,640
-6,125
| -2% | -$479K | 0.04% | 66 |
|
2024
Q4 | $20.7M | Buy |
267,765
+118,518
| +79% | +$9.16M | 0.04% | 69 |
|
2024
Q3 | $11.7M | Buy |
149,247
+137,235
| +1,142% | +$10.8M | 0.02% | 84 |
|
2024
Q2 | $921K | Buy |
12,012
+389
| +3% | +$29.8K | ﹤0.01% | 220 |
|
2024
Q1 | $891K | Sell |
11,623
-29,235
| -72% | -$2.24M | ﹤0.01% | 208 |
|
2023
Q4 | $3.15M | Buy |
40,858
+24,606
| +151% | +$1.9M | 0.01% | 120 |
|
2023
Q3 | $1.22M | Sell |
16,252
-1,272
| -7% | -$95.6K | ﹤0.01% | 159 |
|
2023
Q2 | $1.32M | Buy |
17,524
+399
| +2% | +$30.2K | ﹤0.01% | 161 |
|
2023
Q1 | $1.31M | Sell |
17,125
-274,496
| -94% | -$21M | ﹤0.01% | 164 |
|
2022
Q4 | $22M | Buy |
291,621
+287,474
| +6,932% | +$21.6M | 0.06% | 65 |
|
2022
Q3 | $310K | Sell |
4,147
-2,569
| -38% | -$192K | ﹤0.01% | 238 |
|
2022
Q2 | $515K | Buy |
6,716
+1,273
| +23% | +$97.6K | ﹤0.01% | 198 |
|
2022
Q1 | $424K | Buy |
5,443
+124
| +2% | +$9.66K | ﹤0.01% | 213 |
|
2021
Q4 | $430K | Buy |
5,319
+70
| +1% | +$5.66K | ﹤0.01% | 174 |
|
2021
Q3 | $430K | Buy |
+5,249
| New | +$430K | ﹤0.01% | 181 |
|
2021
Q2 | – | Sell |
-4,821
| Closed | -$396K | – | 220 |
|
2021
Q1 | $396K | Buy |
+4,821
| New | +$396K | ﹤0.01% | 181 |
|