First Personal Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $68.1K | Hold |
865
| – | – | 0.01% | 181 |
|
|
2024
Q2 | $66.3K | Hold |
865
| – | – | 0.02% | 181 |
|
|
2024
Q1 | $66.3K | Hold |
865
| – | – | 0.02% | 174 |
|
|
2023
Q4 | $66.6K | Hold |
865
| – | – | 0.02% | 186 |
|
|
2023
Q3 | $65K | Sell |
865
-5
| -0.6% | -$377 | 0.02% | 182 |
|
|
2023
Q2 | $65.7K | Hold |
870
| – | – | 0.02% | 188 |
|
|
2023
Q1 | $66.5K | Hold |
870
| – | – | 0.02% | 185 |
|
|
2022
Q4 | $65.5K | Sell |
870
-135
| -13% | -$10.1K | 0.02% | 187 |
|
|
2022
Q3 | $75K | Hold |
1,005
| – | – | 0.02% | 163 |
|
|
2022
Q2 | $77K | Hold |
1,005
| – | – | 0.02% | 151 |
|
|
2022
Q1 | $78K | Hold |
1,005
| – | – | 0.02% | 164 |
|
|
2021
Q4 | $81K | Buy |
1,005
+5
| +0.5% | +$407 | 0.02% | 160 |
|
|
2021
Q3 | $82K | Hold |
1,000
| – | – | 0.02% | 159 |
|
|
2021
Q2 | $82K | Hold |
1,000
| – | – | 0.02% | 158 |
|
|
2021
Q1 | $82K | Sell |
1,000
-686
| -41% | -$56.6K | 0.02% | 152 |
|
|
2020
Q4 | $140K | Hold |
1,686
| – | – | 0.04% | 127 |
|
|
2020
Q3 | $140K | Sell |
1,686
-216
| -11% | -$17.9K | 0.04% | 127 |
|
|
2020
Q2 | $158K | Sell |
1,902
-90
| -5% | -$7.44K | 0.05% | 120 |
|
|
2020
Q1 | $164K | Hold |
1,992
| – | – | 0.06% | 114 |
|
|
2019
Q4 | $161K | Sell |
1,992
-12,586
| -86% | -$1.02M | 0.05% | 133 |
|
|
2019
Q3 | $1.18M | Hold |
14,578
| – | – | 0.37% | 61 |
|
|
2019
Q2 | $1.17M | Sell |
14,578
-170
| -1% | -$13.6K | 0.34% | 68 |
|
|
2019
Q1 | $1.17M | Sell |
14,748
-46
| -0.3% | -$3.63K | 0.36% | 64 |
|
|
2018
Q4 | $1.16M | Sell |
14,794
-4
| -0% | -$312 | 0.4% | 63 |
|
|
2018
Q3 | $1.16M | Hold |
14,798
| – | – | 0.36% | 66 |
|
|
2018
Q2 | $1.16M | Sell |
14,798
-666
| -4% | -$52K | 0.39% | 63 |
|
|
2018
Q1 | $1.21M | Buy |
15,464
+12,417
| +408% | +$976K | 0.27% | 87 |
|
|
2017
Q4 | $241K | Sell |
3,047
-530
| -15% | -$42.1K | 0.05% | 219 |
|
|
2017
Q3 | $286K | Buy |
3,577
+80
| +2% | +$6.4K | 0.06% | 185 |
|
|
2017
Q2 | $279K | Sell |
3,497
-140
| -4% | -$11.2K | 0.06% | 188 |
|
|
2017
Q1 | $290K | Sell |
3,637
-1,902
| -34% | -$151K | 0.07% | 163 |
|
|
2016
Q4 | $440K | Buy |
5,539
+809
| +17% | +$64.7K | 0.12% | 131 |
|
|
2016
Q3 | $382K | Buy |
4,730
+231
| +5% | +$18.7K | 0.11% | 128 |
|
|
2016
Q2 | $365K | Sell |
4,499
-174
| -4% | -$14K | 0.12% | 121 |
|
|
2016
Q1 | $377K | Sell |
4,673
-18
| -0.4% | -$1.44K | 0.19% | 99 |
|
|
2015
Q4 | $373K | Sell |
4,691
-99
| -2% | -$7.92K | 0.21% | 93 |
|
|
2015
Q3 | $386K | Hold |
4,790
| – | – | 0.23% | 89 |
|
|
2015
Q2 | $385K | Sell |
4,790
-328
| -6% | -$26.3K | 0.23% | 91 |
|
|
2015
Q1 | $413K | Sell |
5,118
-748
| -13% | -$60K | 0.25% | 92 |
|
|
2014
Q4 | $468K | Buy |
+5,866
| New | +$471K | 0.27% | 89 |
|
Other funds holding BSV
AF
First Personal Financial Services's BSV Position: Q3 2024 in Review
First Personal Financial Services held its Vanguard Short-Term Bond ETF (BSV) position steady in Q3 2024 at 865 shares worth $68.1K. The position accounts for 0.01% of the portfolio, ranked #181.
First Personal Financial Services first reported a position in BSV in Q4 2014 and has held it in 40 quarters since. The position peaked at $1.21M in Q1 2018. 1,143 funds tracked by Wall St. Rank hold BSV as of Q3 2024.
- First Personal Financial Services held 865 shares of Vanguard Short-Term Bond ETF worth $68.1K as of Q3 2024.
- First Personal Financial Services left its Vanguard Short-Term Bond ETF share count unchanged in Q3 2024.
- Vanguard Short-Term Bond ETF made up 0.01% of First Personal Financial Services's portfolio in Q3 2024, its #181 holding.
- First Personal Financial Services first reported a position in Vanguard Short-Term Bond ETF in Q4 2014 and has held it in 40 quarters since.
- First Personal Financial Services's Vanguard Short-Term Bond ETF position peaked at $1.21M in Q1 2018.
- 1,143 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2024.
Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.