Focus Financial Network’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 | $12.1M | Buy |
153,399
+7,303
| +5% | +$575K | 0.48% | 41 |
|
|
2025
Q1 | $11.4M | Sell |
146,096
-4
| -0% | -$313 | 0.47% | 43 |
|
|
2024
Q4 | $11.3M | Sell |
146,100
-261
| -0.2% | -$20.2K | 0.45% | 43 |
|
|
2024
Q3 | $11.5M | Buy |
146,361
+1,872
| +1% | +$147K | 0.47% | 42 |
|
|
2024
Q2 | $11.2M | Buy |
144,489
+1,857
| +1% | +$143K | 0.48% | 41 |
|
|
2024
Q1 | $10.8M | Buy |
142,632
+2,585
| +2% | +$196K | 0.53% | 40 |
|
|
2023
Q4 | $10.8M | Sell |
140,047
-22,501
| -14% | -$1.73M | 0.41% | 53 |
|
|
2023
Q3 | $12.2M | Buy |
162,548
+12,655
| +8% | +$951K | 0.69% | 30 |
|
|
2023
Q2 | $11.3M | Buy |
149,893
+9,404
| +7% | +$711K | 0.63% | 32 |
|
|
2023
Q1 | $10.7M | Buy |
+140,489
| New | +$10.7M | 0.67% | 30 |
|
|
2021
Q4 | – | Sell |
-5,719
| Closed | -$469K | – | 366 |
|
|
2021
Q3 | $469K | Sell |
5,719
-2,320
| -29% | -$190K | 0.06% | 268 |
|
|
2021
Q2 | $660K | Sell |
8,039
-955
| -11% | -$78.5K | 0.09% | 214 |
|
|
2021
Q1 | $739K | Buy |
+8,994
| New | +$739K | 0.09% | 194 |
|
|
2020
Q4 | – | Sell |
-110,750
| Closed | -$9.2M | – | 435 |
|
|
2020
Q3 | $9.2M | Buy |
+110,750
| New | +$9.2M | 0.86% | 27 |
|
|
2020
Q2 | – | Sell |
-82,493
| Closed | -$6.78M | – | 394 |
|
|
2020
Q1 | $6.78M | Buy |
82,493
+12,845
| +18% | +$1.06M | 0.91% | 29 |
|
|
2019
Q4 | $5.61M | Buy |
69,648
+9,315
| +15% | +$751K | 0.69% | 35 |
|
|
2019
Q3 | $4.87M | Sell |
60,333
-412
| -0.7% | -$33.3K | 0.68% | 36 |
|
|
2019
Q2 | $4.89M | Sell |
60,745
-1,290
| -2% | -$104K | 0.72% | 29 |
|
|
2019
Q1 | $4.94M | Buy |
+62,035
| New | +$4.94M | 0.79% | 28 |
|