Greystone Financial 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 | $34.2M | Buy |
434,542
+138,088
| +47% | +$10.9M | 5.63% | 4 |
|
|
2025
Q1 | $23.2M | Sell |
296,454
-81,132
| -21% | -$6.35M | 4.21% | 3 |
|
|
2024
Q4 | $29.2M | Buy |
377,586
+106,762
| +39% | +$8.25M | 5.07% | 1 |
|
|
2024
Q3 | $21.3M | Buy |
+270,824
| New | +$21.3M | 3.81% | 5 |
|
|
2023
Q3 | – | Sell |
-3,498
| Closed | -$264K | – | 111 |
|
|
2023
Q2 | $264K | Buy |
+3,498
| New | +$264K | 0.06% | 100 |
|