Holt Capital Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $332K | Buy |
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|
2025
Q1 | $324K | Buy |
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|
2024
Q4 | $318K | Sell |
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|
2024
Q3 | $355K | Buy |
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|
2024
Q2 | $340K | Hold |
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|
2024
Q1 | $340K | Sell |
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|
2023
Q4 | $354K | Sell |
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|
2023
Q3 | $563K | Hold |
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|
2023
Q2 | $566K | Sell |
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|
2023
Q1 | $602K | Hold |
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|
2022
Q4 | $593K | Sell |
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|
2022
Q3 | $1.01M | Buy |
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|
2022
Q2 | $843K | Buy |
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|
2022
Q1 | $485K | Hold |
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|
2021
Q4 | $503K | Buy |
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|
2021
Q3 | $505K | Sell |
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|
2021
Q2 | $568K | Hold |
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|
2021
Q1 | $568K | Hold |
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|
2020
Q4 | $573K | Buy |
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|
2020
Q3 | $493K | Hold |
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|
2020
Q2 | $494K | Hold |
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|
2020
Q1 | $488K | Hold |
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|
2019
Q4 | $479K | Sell |
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|
2019
Q3 | $482K | Sell |
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|
2019
Q2 | $504K | Sell |
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|
2019
Q1 | $524K | Sell |
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|
2018
Q4 | $696K | Sell |
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|
2018
Q3 | $811K | Sell |
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|
2018
Q2 | $852K | Sell |
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|
2018
Q1 | $870K | Sell |
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|
2017
Q4 | $1.37M | Buy |
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|
2017
Q3 | $1.35M | Sell |
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|
2017
Q2 | $1.42M | Sell |
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|
2017
Q1 | $1.94M | Sell |
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|
2016
Q4 | $2.15M | Buy |
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|
2016
Q3 | $1.68M | Sell |
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|
2016
Q2 | $1.7M | Buy |
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|
2016
Q1 | $1.66M | Sell |
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|
2015
Q4 | $1.65M | Sell |
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|
2015
Q3 | $1.79M | Sell |
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|
2015
Q2 | $1.79M | Sell |
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|
2015
Q1 | $1.87M | Sell |
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|
2014
Q4 | $1.9M | Sell |
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|
2014
Q3 | $1.91M | Hold |
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|
2014
Q2 | $1.92M | Sell |
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|
2014
Q1 | $1.92M | Sell |
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|
2013
Q4 | $1.93M | Buy |
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