Howe & Rusling’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 | $269K | Sell |
3,418
-83
| -2% | -$6.53K | 0.02% | 241 |
|
|
2025
Q1 | $274K | Buy |
3,501
+726
| +26% | +$56.8K | 0.02% | 224 |
|
|
2024
Q4 | $214K | Sell |
2,775
-445
| -14% | -$34.4K | 0.02% | 251 |
|
|
2024
Q3 | $253K | Hold |
3,220
| – | – | 0.02% | 225 |
|
|
2024
Q2 | $247K | Hold |
3,220
| – | – | 0.02% | 218 |
|
|
2024
Q1 | $247K | Sell |
3,220
-817
| -20% | -$62.6K | 0.02% | 223 |
|
|
2023
Q4 | $311K | Buy |
4,037
+1,050
| +35% | +$80.9K | 0.03% | 184 |
|
|
2023
Q3 | $225K | Buy |
2,987
+212
| +8% | +$15.9K | 0.03% | 205 |
|
|
2023
Q2 | $210K | Sell |
2,775
-146
| -5% | -$11K | 0.02% | 217 |
|
|
2023
Q1 | $223K | Sell |
2,921
-2,003
| -41% | -$153K | 0.03% | 201 |
|
|
2022
Q4 | $371K | Buy |
4,924
+2,374
| +93% | +$179K | 0.05% | 146 |
|
|
2022
Q3 | $191K | Hold |
2,550
| – | – | 0.03% | 206 |
|
|
2022
Q2 | $196K | Hold |
2,550
| – | – | 0.02% | 202 |
|
|
2022
Q1 | $199K | Buy |
+2,550
| New | +$199K | 0.02% | 204 |
|
|
2021
Q2 | – | Sell |
-92
| Closed | -$8K | – | 944 |
|
|
2021
Q1 | $8K | Buy |
92
+59
| +179% | +$5.13K | ﹤0.01% | 514 |
|
|
2020
Q4 | $3K | Buy |
+33
| New | +$3K | ﹤0.01% | 709 |
|
|
2019
Q3 | – | Sell |
-183
| Closed | -$15K | – | 832 |
|
|
2019
Q2 | $15K | Buy |
+183
| New | +$15K | ﹤0.01% | 399 |
|
|
2018
Q4 | – | Sell |
-2,203
| Closed | -$172K | – | 827 |
|
|
2018
Q3 | $172K | Buy |
+2,203
| New | +$172K | 0.03% | 169 |
|
|
2016
Q4 | – | Sell |
-115
| Closed | -$9K | – | 1030 |
|
|
2016
Q3 | $9K | Buy |
+115
| New | +$9K | ﹤0.01% | 533 |
|