Great Valley Advisor Group’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 | $6.9M | Buy |
87,667
+54,504
| +164% | +$4.29M | 0.15% | 140 |
|
|
2025
Q1 | $2.6M | Buy |
33,163
+1,647
| +5% | +$129K | 0.06% | 266 |
|
|
2024
Q4 | $2.44M | Buy |
31,516
+4,384
| +16% | +$339K | 0.05% | 286 |
|
|
2024
Q3 | $2.13M | Buy |
27,132
+377
| +1% | +$29.7K | 0.05% | 298 |
|
|
2024
Q2 | $2.05M | Sell |
26,755
-2,142
| -7% | -$164K | 0.06% | 280 |
|
|
2024
Q1 | $2.22M | Sell |
28,897
-3,625
| -11% | -$278K | 0.07% | 255 |
|
|
2023
Q4 | $2.5M | Sell |
32,522
-2,696
| -8% | -$208K | 0.09% | 210 |
|
|
2023
Q3 | $2.65M | Sell |
35,218
-3,898
| -10% | -$293K | 0.11% | 189 |
|
|
2023
Q2 | $2.96M | Sell |
39,116
-5,999
| -13% | -$453K | 0.12% | 176 |
|
|
2023
Q1 | $3.45M | Sell |
45,115
-8,429
| -16% | -$645K | 0.16% | 158 |
|
|
2022
Q4 | $4.03M | Sell |
53,544
-1,084
| -2% | -$81.6K | 0.21% | 118 |
|
|
2022
Q3 | $4.09M | Sell |
54,628
-8,836
| -14% | -$661K | 0.23% | 109 |
|
|
2022
Q2 | $4.87M | Buy |
63,464
+2,906
| +5% | +$223K | 0.27% | 93 |
|
|
2022
Q1 | $4.73M | Sell |
60,558
-682
| -1% | -$53.2K | 0.28% | 92 |
|
|
2021
Q4 | $4.95M | Buy |
61,240
+3,715
| +6% | +$301K | 0.31% | 85 |
|
|
2021
Q3 | $4.71M | Buy |
57,525
+4,376
| +8% | +$359K | 0.32% | 78 |
|
|
2021
Q2 | $4.37M | Buy |
53,149
+41,785
| +368% | +$3.43M | 0.32% | 79 |
|
|
2021
Q1 | $934K | Buy |
11,364
+15
| +0.1% | +$1.23K | 0.09% | 205 |
|
|
2020
Q4 | $941K | Buy |
11,349
+1,853
| +20% | +$154K | 0.1% | 189 |
|
|
2020
Q3 | $787K | Buy |
9,496
+63
| +0.7% | +$5.22K | 0.1% | 188 |
|
|
2020
Q2 | $784K | Sell |
9,433
-47
| -0.5% | -$3.91K | 0.13% | 176 |
|
|
2020
Q1 | $780K | Sell |
9,480
-407
| -4% | -$33.5K | 0.21% | 133 |
|
|
2019
Q4 | $797K | Sell |
9,887
-11
| -0.1% | -$887 | 0.18% | 158 |
|
|
2019
Q3 | $800K | Buy |
9,898
+266
| +3% | +$21.5K | 0.19% | 155 |
|
|
2019
Q2 | $776K | Sell |
9,632
-7,522
| -44% | -$606K | 0.2% | 152 |
|
|
2019
Q1 | $1.37M | Buy |
17,154
+3,569
| +26% | +$284K | 0.43% | 65 |
|
|
2018
Q4 | $1.05M | Buy |
+13,585
| New | +$1.05M | 0.39% | 66 |
|