Golden State Equity 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 | $2.28M | Buy |
29,034
+275
| +1% | +$21.6K | 0.42% | 48 |
|
|
2025
Q1 | $2.25M | Buy |
28,759
+1,250
| +5% | +$97.9K | 0.45% | 54 |
|
|
2024
Q4 | $2.13M | Buy |
27,509
+27,420
| +30,809% | +$2.12M | 0.41% | 53 |
|
|
2024
Q3 | $7K | Sell |
89
-23,327
| -100% | -$1.84M | ﹤0.01% | 609 |
|
|
2024
Q2 | $1.8M | Buy |
+23,416
| New | +$1.8M | 0.37% | 58 |
|
|
2023
Q4 | $1.74M | Buy |
22,541
+4,442
| +25% | +$342K | 0.42% | 56 |
|
|
2023
Q3 | $1.36M | Buy |
18,099
+1,560
| +9% | +$117K | 0.38% | 68 |
|
|
2023
Q2 | $1.25M | Buy |
+16,539
| New | +$1.25M | 0.35% | 69 |
|