HUB Investment Partners’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 | $244K | Buy |
3,095
+133
| +4% | +$10.5K | 0.01% | 526 |
|
2025
Q1 | $232K | Buy |
2,962
+9
| +0.3% | +$704 | 0.01% | 475 |
|
2024
Q4 | $228K | Buy |
+2,953
| New | +$228K | 0.01% | 462 |
|
2024
Q2 | – | Sell |
-3,407
| Closed | -$261K | – | 468 |
|
2024
Q1 | $261K | Buy |
+3,407
| New | +$261K | 0.01% | 378 |
|
2023
Q2 | – | Sell |
-2,847
| Closed | -$218K | – | 245 |
|
2023
Q1 | $218K | Buy |
+2,847
| New | +$218K | 0.05% | 197 |
|
2022
Q4 | – | Sell |
-4,274
| Closed | -$320K | – | 119 |
|
2022
Q3 | $320K | Sell |
4,274
-988
| -19% | -$74K | 0.1% | 132 |
|
2022
Q2 | $404K | Sell |
5,262
-5,062
| -49% | -$389K | 0.13% | 117 |
|
2022
Q1 | $804K | Buy |
10,324
+5,601
| +119% | +$436K | 0.19% | 94 |
|
2021
Q4 | $382K | Buy |
+4,723
| New | +$382K | 0.09% | 130 |
|
2021
Q3 | – | Sell |
-2,524
| Closed | -$207K | – | 197 |
|
2021
Q2 | $207K | Buy |
+2,524
| New | +$207K | 0.06% | 194 |
|