GFPC
Global Financial Private Client’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 | $1.18M | Sell |
14,943
-42
| -0.3% | -$3.31K | 0.44% | 66 |
|
2025
Q1 | $1.17M | Buy |
14,985
+77
| +0.5% | +$6.03K | 0.45% | 56 |
|
2024
Q4 | $1.15M | Buy |
14,908
+470
| +3% | +$36.3K | 0.43% | 64 |
|
2024
Q3 | $1.14M | Hold |
14,438
| – | – | 0.44% | 58 |
|
2024
Q2 | $1.11M | Sell |
14,438
-155
| -1% | -$11.9K | 0.46% | 61 |
|
2024
Q1 | $1.11M | Buy |
14,593
+211
| +1% | +$16.1K | 0.48% | 56 |
|
2023
Q4 | $1.11M | Buy |
14,382
+2,144
| +18% | +$165K | 0.52% | 52 |
|
2023
Q3 | $916K | Sell |
12,238
-1,616
| -12% | -$121K | 0.47% | 54 |
|
2023
Q2 | $1.04M | Sell |
13,854
-695
| -5% | -$52.3K | 0.51% | 53 |
|
2023
Q1 | $1.11M | Sell |
14,549
-2,346
| -14% | -$179K | 0.57% | 45 |
|
2022
Q4 | $1.27M | Sell |
16,895
-13,486
| -44% | -$1.02M | 0.71% | 33 |
|
2022
Q3 | $2.28M | Sell |
30,381
-5,982
| -16% | -$449K | 1.31% | 15 |
|
2022
Q2 | $2.8M | Sell |
36,363
-6,028
| -14% | -$464K | 1.58% | 13 |
|
2022
Q1 | $3.29M | Sell |
42,391
-5,164
| -11% | -$401K | 1.59% | 14 |
|
2021
Q4 | $3.84M | Buy |
47,555
+1,607
| +3% | +$130K | 1.86% | 12 |
|
2021
Q3 | $3.77M | Buy |
45,948
+6,354
| +16% | +$521K | 1.94% | 12 |
|
2021
Q2 | $3.25M | Sell |
39,594
-2,854
| -7% | -$234K | 1.81% | 13 |
|
2021
Q1 | $3.49M | Sell |
42,448
-94
| -0.2% | -$7.72K | 2.5% | 10 |
|
2020
Q4 | $3.53M | Sell |
42,542
-750
| -2% | -$62.2K | 2.8% | 10 |
|
2020
Q3 | $3.59M | Buy |
43,292
+1,031
| +2% | +$85.5K | 3.12% | 9 |
|
2020
Q2 | $3.51M | Sell |
42,261
-10,310
| -20% | -$856K | 3.05% | 7 |
|
2020
Q1 | $4.3M | Buy |
52,571
+5,802
| +12% | +$475K | 4.55% | 2 |
|
2019
Q4 | $3.77M | Buy |
+46,769
| New | +$3.77M | 3.16% | 6 |
|