Glass Jacobson Investment Advisors’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 | $279K | Sell |
3,550
-1,675
| -32% | -$132K | 0.11% | 156 |
|
|
2025
Q1 | $404K | Hold |
5,225
| – | – | 0.13% | 168 |
|
|
2024
Q4 | $404K | Buy |
5,225
+335
| +7% | +$25.9K | 0.13% | 168 |
|
|
2024
Q3 | $385K | Sell |
4,890
-547
| -10% | -$43K | 0.13% | 165 |
|
|
2024
Q2 | $417K | Buy |
5,437
+8
| +0.1% | +$614 | 0.15% | 150 |
|
|
2024
Q1 | $416K | Buy |
5,429
+6
| +0.1% | +$460 | 0.16% | 144 |
|
|
2023
Q4 | $418K | Sell |
5,423
-113
| -2% | -$8.7K | 0.17% | 137 |
|
|
2023
Q3 | $416K | Buy |
5,536
+4
| +0.1% | +$301 | 0.19% | 131 |
|
|
2023
Q2 | $418K | Buy |
+5,532
| New | +$418K | 0.19% | 133 |
|
|
2022
Q4 | $464K | Buy |
+6,163
| New | +$464K | 0.23% | 123 |
|