Financial & Tax Architects’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-4,615
Closed -$364K 110
2025
Q4
$364K Buy
4,615
+17
+0.4% +$1.34K 0.08% 92
2025
Q3
$363K Sell
4,598
-117
-2% -$9.2K 0.08% 92
2025
Q2
$371K Buy
4,715
+160
+4% +$12.5K 0.09% 81
2025
Q1
$357K Hold
4,555
0.09% 92
2024
Q4
$352K Sell
4,555
-66
-1% -$5.12K 0.09% 94
2024
Q3
$364K Sell
4,621
-5,025
-52% -$391K 0.09% 85
2024
Q2
$740K Hold
9,646
0.2% 56
2024
Q1
$740K Sell
9,646
-376
-4% -$28.8K 0.2% 58
2023
Q4
$772K Buy
10,022
+1
+0% +$76 0.23% 51
2023
Q3
$753K Sell
10,021
-43
-0.4% -$3.24K 0.23% 60
2023
Q2
$761K Sell
10,064
-292
-3% -$22.3K 0.23% 53
2023
Q1
$792K Buy
10,356
+824
+9% +$62.4K 0.26% 52
2022
Q4
$726K Buy
+9,532
New +$715K 0.25% 52

Other funds holding BSV