FPCG
Forum Private Client Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.16M | Buy |
65,556
+3,589
| +6% | +$282K | 1.99% | 15 |
|
|
2025
Q1 | $4.85M | Buy |
61,967
+4,980
| +9% | +$390K | 2.11% | 15 |
|
|
2024
Q4 | $4.4M | Buy |
56,987
+400
| +0.7% | +$30.9K | 1.96% | 17 |
|
|
2024
Q3 | $4.45M | Buy |
56,587
+2,081
| +4% | +$164K | 1.98% | 16 |
|
|
2024
Q2 | $4.18M | Buy |
54,506
+4,435
| +9% | +$340K | 1.99% | 16 |
|
|
2024
Q1 | $3.84M | Buy |
50,071
+4,548
| +10% | +$349K | 1.86% | 16 |
|
|
2023
Q4 | $3.51M | Buy |
+45,523
| New | +$3.51M | 1.83% | 18 |
|
|
2023
Q3 | – | Sell |
-39,422
| Closed | -$2.98M | – | 9 |
|
|
2023
Q2 | $2.98M | Buy |
39,422
+2,642
| +7% | +$200K | 1.71% | 19 |
|
|
2023
Q1 | $2.81M | Buy |
36,780
+1,850
| +5% | +$142K | 1.78% | 21 |
|
|
2022
Q4 | $2.63M | Sell |
34,930
-556
| -2% | -$41.9K | 1.82% | 20 |
|
|
2022
Q3 | $2.66M | Buy |
35,486
+2,914
| +9% | +$218K | 1.98% | 18 |
|
|
2022
Q2 | $2.5M | Buy |
32,572
+870
| +3% | +$66.8K | 1.82% | 18 |
|
|
2022
Q1 | $2.47M | Buy |
+31,702
| New | +$2.47M | 1.92% | 17 |
|