Idaho Trust Bank’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
Q1 | – | Sell |
-4,530
| Closed | -$350K | – | 101 |
|
|
2024
Q4 | $350K | Buy |
+4,530
| New | +$350K | 0.18% | 59 |
|
|
2024
Q1 | – | Sell |
-3,126
| Closed | -$241K | – | 97 |
|
|
2023
Q4 | $241K | Sell |
3,126
-7,062
| -69% | -$544K | 0.14% | 72 |
|
|
2023
Q3 | $766K | Buy |
10,188
+1,878
| +23% | +$141K | 0.5% | 46 |
|
|
2023
Q2 | $628K | Buy |
+8,310
| New | +$628K | 0.39% | 48 |
|