Financial & Tax Architects’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 | $371K | Buy |
4,715
+160
| +4% | +$12.6K | 0.09% | 81 |
|
|
2025
Q1 | $357K | Hold |
4,555
| – | – | 0.09% | 92 |
|
|
2024
Q4 | $352K | Sell |
4,555
-66
| -1% | -$5.1K | 0.09% | 94 |
|
|
2024
Q3 | $364K | Sell |
4,621
-5,025
| -52% | -$395K | 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% | +$77 | 0.23% | 51 |
|
|
2023
Q3 | $753K | Sell |
10,021
-43
| -0.4% | -$3.23K | 0.23% | 60 |
|
|
2023
Q2 | $761K | Sell |
10,064
-292
| -3% | -$22.1K | 0.23% | 53 |
|
|
2023
Q1 | $792K | Buy |
10,356
+824
| +9% | +$63K | 0.26% | 52 |
|
|
2022
Q4 | $726K | Buy |
+9,532
| New | +$726K | 0.25% | 52 |
|