GCA
Gradient Capital 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 | $784K | Sell |
9,963
-798
| -7% | -$62.8K | 0.23% | 76 |
|
|
2025
Q1 | $842K | Sell |
10,761
-109
| -1% | -$8.53K | 0.27% | 68 |
|
|
2024
Q4 | $840K | Sell |
10,870
-1,576
| -13% | -$122K | 0.27% | 67 |
|
|
2024
Q3 | $979K | Sell |
12,446
-758
| -6% | -$59.6K | 0.32% | 63 |
|
|
2024
Q2 | $1.01M | Sell |
13,204
-64
| -0.5% | -$4.91K | 0.36% | 59 |
|
|
2024
Q1 | $1.02M | Sell |
13,268
-282
| -2% | -$21.6K | 0.37% | 59 |
|
|
2023
Q4 | $1.04M | Sell |
13,550
-476
| -3% | -$36.7K | 0.4% | 54 |
|
|
2023
Q3 | $1.05M | Buy |
14,026
+834
| +6% | +$62.7K | 0.44% | 49 |
|
|
2023
Q2 | $997K | Sell |
13,192
-369
| -3% | -$27.9K | 0.4% | 54 |
|
|
2023
Q1 | $1.04M | Sell |
13,561
-2,596
| -16% | -$199K | 0.44% | 49 |
|
|
2022
Q4 | $1.22M | Sell |
16,157
-6,580
| -29% | -$495K | 0.55% | 42 |
|
|
2022
Q3 | $1.7M | Buy |
22,737
+3,252
| +17% | +$243K | 0.81% | 29 |
|
|
2022
Q2 | $1.5M | Sell |
19,485
-1,285
| -6% | -$98.7K | 0.72% | 37 |
|
|
2022
Q1 | $1.62M | Sell |
20,770
-592
| -3% | -$46.1K | 0.69% | 37 |
|
|
2021
Q4 | $1.73M | Buy |
21,362
+1,557
| +8% | +$126K | 0.72% | 33 |
|
|
2021
Q3 | $1.62M | Sell |
19,805
-651
| -3% | -$53.3K | 0.74% | 33 |
|
|
2021
Q2 | $1.68M | Buy |
20,456
+272
| +1% | +$22.4K | 0.79% | 31 |
|
|
2021
Q1 | $1.66M | Buy |
20,184
+3,182
| +19% | +$262K | 0.88% | 29 |
|
|
2020
Q4 | $1.41M | Sell |
17,002
-371
| -2% | -$30.7K | 0.8% | 29 |
|
|
2020
Q3 | $1.44M | Buy |
17,373
+1,765
| +11% | +$147K | 0.9% | 30 |
|
|
2020
Q2 | $1.3M | Buy |
15,608
+2,619
| +20% | +$218K | 0.88% | 32 |
|
|
2020
Q1 | $1.07M | Sell |
12,989
-2,163
| -14% | -$178K | 0.86% | 29 |
|
|
2019
Q4 | $1.22M | Sell |
15,152
-1,078
| -7% | -$86.9K | 0.85% | 33 |
|
|
2019
Q3 | $1.31M | Sell |
16,230
-577
| -3% | -$46.6K | 0.98% | 28 |
|
|
2019
Q2 | $1.35M | Sell |
16,807
-485
| -3% | -$39K | 1.04% | 27 |
|
|
2019
Q1 | $1.38M | Sell |
17,292
-1,049
| -6% | -$83.5K | 1.1% | 25 |
|
|
2018
Q4 | $1.44M | Sell |
18,341
-5,834
| -24% | -$458K | 1.24% | 21 |
|
|
2018
Q3 | $1.89M | Sell |
24,175
-2,969
| -11% | -$232K | 1.59% | 16 |
|
|
2018
Q2 | $2.12M | Sell |
27,144
-4,890
| -15% | -$382K | 1.97% | 15 |
|
|
2018
Q1 | $2.51M | Sell |
32,034
-1,695
| -5% | -$133K | 2.51% | 8 |
|
|
2017
Q4 | $2.67M | Buy |
+33,729
| New | +$2.67M | 2.73% | 8 |
|