Foundations Investment Advisors’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 | $1.07M | Sell |
13,639
-8,685
| -39% | -$684K | 0.02% | 420 |
|
|
2025
Q1 | $1.75M | Buy |
22,324
+293
| +1% | +$22.9K | 0.03% | 312 |
|
|
2024
Q4 | $1.7M | Buy |
22,031
+8,187
| +59% | +$633K | 0.03% | 312 |
|
|
2024
Q3 | $1.09M | Sell |
13,844
-3,598
| -21% | -$283K | 0.02% | 349 |
|
|
2024
Q2 | $1.34M | Sell |
17,442
-1,299
| -7% | -$99.6K | 0.03% | 288 |
|
|
2024
Q1 | $1.44M | Sell |
18,741
-7,321
| -28% | -$561K | 0.04% | 269 |
|
|
2023
Q4 | $2.01M | Buy |
26,062
+13,733
| +111% | +$1.06M | 0.05% | 228 |
|
|
2023
Q3 | $927K | Sell |
12,329
-3,954
| -24% | -$297K | 0.03% | 293 |
|
|
2023
Q2 | $1.23M | Buy |
16,283
+2,930
| +22% | +$221K | 0.04% | 242 |
|
|
2023
Q1 | $1.02M | Sell |
13,353
-3,906
| -23% | -$299K | 0.04% | 236 |
|
|
2022
Q4 | $1.3M | Buy |
17,259
+3,353
| +24% | +$252K | 0.05% | 179 |
|
|
2022
Q3 | $1.04M | Sell |
13,906
-84,328
| -86% | -$6.31M | 0.05% | 168 |
|
|
2022
Q2 | $7.55M | Buy |
+98,234
| New | +$7.55M | 0.32% | 38 |
|
|
2022
Q1 | – | Sell |
-3,942
| Closed | -$317K | – | 350 |
|
|
2021
Q4 | $317K | Sell |
3,942
-206
| -5% | -$16.6K | 0.01% | 269 |
|
|
2021
Q3 | $340K | Buy |
4,148
+631
| +18% | +$51.7K | 0.01% | 235 |
|
|
2021
Q2 | $289K | Sell |
3,517
-221
| -6% | -$18.2K | 0.01% | 242 |
|
|
2021
Q1 | $307K | Buy |
3,738
+399
| +12% | +$32.8K | 0.02% | 177 |
|
|
2020
Q4 | $276K | Sell |
3,339
-17,986
| -84% | -$1.49M | 0.02% | 152 |
|
|
2020
Q3 | $1.77M | Buy |
21,325
+18,403
| +630% | +$1.53M | 0.39% | 43 |
|
|
2020
Q2 | $243K | Buy |
+2,922
| New | +$243K | 0.02% | 148 |
|
|
2019
Q4 | – | Sell |
-4,250
| Closed | -$345K | – | 130 |
|
|
2019
Q3 | $345K | Buy |
+4,250
| New | +$345K | 0.05% | 100 |
|