Global Retirement Partners’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 | $3.05M | Buy |
+38,775
| New | +$3.05M | 0.08% | 239 |
|
|
2024
Q4 | $2.99M | Sell |
38,638
-3,252
| -8% | -$251K | 0.09% | 224 |
|
|
2024
Q3 | $3.3M | Sell |
41,890
-5,857
| -12% | -$461K | 0.1% | 193 |
|
|
2024
Q2 | $3.66M | Sell |
47,747
-10,453
| -18% | -$802K | 0.11% | 177 |
|
|
2024
Q1 | $4.46M | Buy |
58,200
+1,385
| +2% | +$106K | 0.17% | 133 |
|
|
2023
Q4 | $4.38M | Buy |
56,815
+15,007
| +36% | +$1.16M | 0.18% | 119 |
|
|
2023
Q3 | $3.13M | Buy |
41,808
+4,850
| +13% | +$363K | 0.16% | 133 |
|
|
2023
Q2 | $2.79M | Buy |
36,958
+350
| +1% | +$26.4K | 0.14% | 143 |
|
|
2023
Q1 | $2.81M | Buy |
36,608
+2,156
| +6% | +$166K | 0.15% | 145 |
|
|
2022
Q4 | $2.59M | Buy |
34,452
+1,894
| +6% | +$143K | 0.18% | 130 |
|
|
2022
Q3 | $2.43M | Buy |
32,558
+1,310
| +4% | +$97.7K | 0.18% | 123 |
|
|
2022
Q2 | $2.4M | Buy |
31,248
+1,008
| +3% | +$77.4K | 0.19% | 118 |
|
|
2022
Q1 | $2.35M | Buy |
+30,240
| New | +$2.35M | 0.18% | 125 |
|
|
2021
Q4 | – | Sell |
-21,139
| Closed | -$1.73M | – | 431 |
|
|
2021
Q3 | $1.73M | Sell |
21,139
-1,038
| -5% | -$85K | 0.17% | 130 |
|
|
2021
Q2 | $1.82M | Buy |
22,177
+4,696
| +27% | +$386K | 0.19% | 120 |
|
|
2021
Q1 | $1.44M | Buy |
17,481
+727
| +4% | +$59.8K | 0.17% | 130 |
|
|
2020
Q4 | $1.39M | Buy |
16,754
+3,300
| +25% | +$274K | 0.17% | 119 |
|
|
2020
Q3 | $1.12M | Buy |
13,454
+3,129
| +30% | +$260K | 0.16% | 137 |
|
|
2020
Q2 | $858K | Buy |
10,325
+11
| +0.1% | +$914 | 0.14% | 149 |
|
|
2020
Q1 | $848K | Buy |
10,314
+1,456
| +16% | +$120K | 0.16% | 132 |
|
|
2019
Q4 | $714K | Buy |
8,858
+405
| +5% | +$32.6K | 0.11% | 181 |
|
|
2019
Q3 | $683K | Buy |
8,453
+342
| +4% | +$27.6K | 0.11% | 180 |
|
|
2019
Q2 | $653K | Buy |
8,111
+1,887
| +30% | +$152K | 0.13% | 155 |
|
|
2019
Q1 | $495K | Buy |
6,224
+33
| +0.5% | +$2.63K | 0.12% | 154 |
|
|
2018
Q4 | $486K | Sell |
6,191
-382
| -6% | -$30K | 0.12% | 164 |
|
|
2018
Q3 | $513K | Sell |
6,573
-1,977
| -23% | -$154K | 0.12% | 168 |
|
|
2018
Q2 | $669K | Sell |
8,550
-624
| -7% | -$48.8K | 0.17% | 121 |
|
|
2018
Q1 | $720K | Sell |
9,174
-894
| -9% | -$70.2K | 0.2% | 106 |
|
|
2017
Q4 | $796K | Buy |
10,068
+2,640
| +36% | +$209K | 0.22% | 94 |
|
|
2017
Q3 | $593K | Buy |
7,428
+2,090
| +39% | +$167K | 0.25% | 97 |
|
|
2017
Q2 | $426K | Buy |
5,338
+305
| +6% | +$24.3K | 0.2% | 109 |
|
|
2017
Q1 | $401K | Buy |
5,033
+812
| +19% | +$64.7K | 0.22% | 104 |
|
|
2016
Q4 | $335K | Buy |
+4,221
| New | +$335K | 0.23% | 99 |
|