IFG Advisory’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 | $5.32M | Sell |
67,573
-1,644
| -2% | -$129K | 0.27% | 97 |
|
2025
Q1 | $5.42M | Sell |
69,217
-205
| -0.3% | -$16K | 0.3% | 88 |
|
2024
Q4 | $5.36M | Sell |
69,422
-1,601
| -2% | -$124K | 0.3% | 84 |
|
2024
Q3 | $5.59M | Buy |
71,023
+673
| +1% | +$53K | 0.36% | 76 |
|
2024
Q2 | $5.4M | Sell |
70,350
-767
| -1% | -$58.8K | 0.35% | 70 |
|
2024
Q1 | $5.45M | Buy |
71,117
+1,569
| +2% | +$120K | 0.41% | 65 |
|
2023
Q4 | $5.36M | Sell |
69,548
-4,887
| -7% | -$376K | 0.39% | 59 |
|
2023
Q3 | $5.6M | Sell |
74,435
-21,547
| -22% | -$1.62M | 0.47% | 44 |
|
2023
Q2 | $7.25M | Buy |
95,982
+2,237
| +2% | +$169K | 0.64% | 33 |
|
2023
Q1 | $7.17M | Buy |
93,745
+6,275
| +7% | +$480K | 0.67% | 25 |
|
2022
Q4 | $6.58M | Sell |
87,470
-42,962
| -33% | -$3.23M | 0.66% | 29 |
|
2022
Q3 | $9.76M | Buy |
130,432
+40,095
| +44% | +$3M | 0.89% | 21 |
|
2022
Q2 | $6.94M | Buy |
90,337
+4,902
| +6% | +$376K | 0.74% | 28 |
|
2022
Q1 | $6.66M | Buy |
85,435
+2,320
| +3% | +$181K | 0.67% | 30 |
|
2021
Q4 | $6.72M | Buy |
83,115
+6,722
| +9% | +$543K | 0.65% | 33 |
|
2021
Q3 | $6.26M | Buy |
76,393
+7,480
| +11% | +$613K | 0.67% | 31 |
|
2021
Q2 | $5.66M | Buy |
68,913
+2,612
| +4% | +$215K | 0.63% | 34 |
|
2021
Q1 | $5.45M | Buy |
66,301
+4,649
| +8% | +$382K | 0.68% | 25 |
|
2020
Q4 | $5.11M | Buy |
61,652
+3,046
| +5% | +$252K | 0.71% | 23 |
|
2020
Q3 | $4.87M | Sell |
58,606
-1,890
| -3% | -$157K | 0.79% | 22 |
|
2020
Q2 | $5.03M | Buy |
60,496
+571
| +1% | +$47.5K | 0.91% | 21 |
|
2020
Q1 | $4.92M | Buy |
59,925
+5,501
| +10% | +$452K | 1.1% | 14 |
|
2019
Q4 | $4.39M | Buy |
54,424
+468
| +0.9% | +$37.7K | 0.8% | 19 |
|
2019
Q3 | $4.36M | Sell |
53,956
-3,654
| -6% | -$295K | 0.85% | 17 |
|
2019
Q2 | $4.64M | Buy |
57,610
+3,615
| +7% | +$291K | 0.82% | 21 |
|
2019
Q1 | $4.3M | Buy |
53,995
+6,221
| +13% | +$495K | 0.82% | 21 |
|
2018
Q4 | $3.75M | Buy |
47,774
+7,602
| +19% | +$596K | 0.88% | 20 |
|
2018
Q3 | $3.13M | Buy |
40,172
+6,001
| +18% | +$468K | 0.59% | 31 |
|
2018
Q2 | $2.67M | Buy |
34,171
+1,501
| +5% | +$117K | 0.55% | 38 |
|
2018
Q1 | $2.56M | Sell |
32,670
-505
| -2% | -$39.6K | 0.57% | 37 |
|
2017
Q4 | $2.62M | Buy |
+33,175
| New | +$2.62M | 0.59% | 35 |
|