IA
IFG Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7M | Sell |
135,563
-6,649
| -5% | -$523K | 1.79% | 15 |
|
|
2025
Q1 | $11.1M | Sell |
142,212
-851
| -0.6% | -$66.6K | 2.14% | 13 |
|
|
2024
Q4 | $11.1M | Buy |
143,063
+18,475
| +15% | +$1.43M | 2.2% | 12 |
|
|
2024
Q3 | $9.8M | Buy |
124,588
+20,923
| +20% | +$1.65M | 2.1% | 15 |
|
|
2024
Q2 | $7.95M | Buy |
103,665
+8,613
| +9% | +$661K | 1.88% | 14 |
|
|
2024
Q1 | $7.29M | Buy |
95,052
+8,023
| +9% | +$615K | 1.89% | 13 |
|
|
2023
Q4 | $6.7M | Buy |
87,029
+1,990
| +2% | +$153K | 1.97% | 14 |
|
|
2023
Q3 | $6.39M | Buy |
85,039
+3,411
| +4% | +$256K | 2.27% | 13 |
|
|
2023
Q2 | $6.17M | Buy |
81,628
+3,896
| +5% | +$294K | 2.19% | 13 |
|
|
2023
Q1 | $5.95M | Buy |
77,732
+18,967
| +32% | +$1.45M | 2.34% | 13 |
|
|
2022
Q4 | $4.42M | Buy |
58,765
+17,583
| +43% | +$1.32M | 1.93% | 13 |
|
|
2022
Q3 | $3.08M | Buy |
41,182
+3,404
| +9% | +$255K | 1.56% | 14 |
|
|
2022
Q2 | $2.9M | Buy |
37,778
+16,443
| +77% | +$1.26M | 1.47% | 16 |
|
|
2022
Q1 | $1.66M | Buy |
21,335
+1,618
| +8% | +$126K | 0.73% | 25 |
|
|
2021
Q4 | $1.59M | Buy |
19,717
+4,777
| +32% | +$386K | 0.68% | 24 |
|
|
2021
Q3 | $1.22M | Buy |
14,940
+6,667
| +81% | +$546K | 0.56% | 26 |
|
|
2021
Q2 | $680K | Buy |
+8,273
| New | +$680K | 0.32% | 47 |
|