IFP 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 | $1.66M | Sell |
21,132
-64,688
| -75% | -$5.09M | 0.05% | 403 |
|
|
2025
Q1 | $6.72M | Buy |
85,820
+770
| +0.9% | +$60.3K | 0.21% | 102 |
|
|
2024
Q4 | $6.57M | Buy |
85,050
+13,664
| +19% | +$1.06M | 0.22% | 94 |
|
|
2024
Q3 | $5.62M | Buy |
71,386
+173
| +0.2% | +$13.6K | 0.2% | 107 |
|
|
2024
Q2 | $5.46M | Buy |
71,213
+4,348
| +7% | +$333K | 0.22% | 102 |
|
|
2024
Q1 | $5.13M | Buy |
66,865
+13,060
| +24% | +$1M | 0.22% | 99 |
|
|
2023
Q4 | $4.14M | Buy |
53,805
+2,040
| +4% | +$157K | 0.2% | 109 |
|
|
2023
Q3 | $3.89M | Buy |
51,765
+210
| +0.4% | +$15.8K | 0.17% | 112 |
|
|
2023
Q2 | $3.9M | Buy |
51,555
+12,796
| +33% | +$967K | 0.16% | 125 |
|
|
2023
Q1 | $3.08M | Sell |
38,759
-7,187
| -16% | -$571K | 0.13% | 155 |
|
|
2022
Q4 | $3.67M | Sell |
45,946
-6,604
| -13% | -$527K | 0.1% | 201 |
|
|
2022
Q3 | $4.19M | Buy |
52,550
+1,079
| +2% | +$86K | 0.11% | 188 |
|
|
2022
Q2 | $4.1M | Hold |
51,471
| – | – | 0.13% | 168 |
|
|
2022
Q1 | $4.1M | Buy |
51,471
+2,488
| +5% | +$198K | 0.13% | 168 |
|
|
2021
Q4 | $3.96M | Sell |
48,983
-1,433
| -3% | -$116K | 0.08% | 151 |
|
|
2021
Q3 | $4.14M | Buy |
50,416
+638
| +1% | +$52.4K | 0.08% | 138 |
|
|
2021
Q2 | $4.09M | Buy |
49,778
+15,760
| +46% | +$1.3M | 0.08% | 138 |
|
|
2021
Q1 | $2.8M | Sell |
34,018
-7,131
| -17% | -$586K | 0.05% | 170 |
|
|
2020
Q4 | $3.41M | Sell |
41,149
-6,717
| -14% | -$556K | 0.14% | 122 |
|
|
2020
Q3 | $3.97M | Buy |
47,866
+31,813
| +198% | +$2.64M | 0.24% | 87 |
|
|
2020
Q2 | $1.33M | Buy |
16,053
+10,652
| +197% | +$881K | 0.11% | 204 |
|
|
2020
Q1 | $442K | Sell |
5,401
-186
| -3% | -$15.2K | 0.04% | 380 |
|
|
2019
Q4 | $449K | Buy |
5,587
+765
| +16% | +$61.5K | 0.03% | 448 |
|
|
2019
Q3 | $389K | Buy |
+4,822
| New | +$389K | 0.03% | 554 |
|
|
2019
Q1 | $279K | Sell |
3,517
-17,868
| -84% | -$1.42M | 0.04% | 397 |
|
|
2018
Q4 | $1.68M | Sell |
21,385
-10,629
| -33% | -$834K | 0.1% | 220 |
|
|
2018
Q3 | $2.5M | Sell |
32,014
-1,176
| -4% | -$91.8K | 0.1% | 218 |
|
|
2018
Q2 | $2.6M | Buy |
33,190
+5,714
| +21% | +$447K | 0.11% | 209 |
|
|
2018
Q1 | $2.17M | Hold |
27,476
| – | – | 0.1% | 225 |
|
|
2017
Q4 | $2.17M | Sell |
27,476
-3,884
| -12% | -$307K | 0.1% | 225 |
|
|
2017
Q3 | $2.5M | Buy |
31,360
+877
| +3% | +$70K | 0.1% | 220 |
|
|
2017
Q2 | $2.43M | Buy |
30,483
+1,902
| +7% | +$152K | 0.1% | 220 |
|
|
2017
Q1 | $2.28M | Sell |
28,581
-226
| -0.8% | -$18K | 0.1% | 223 |
|
|
2016
Q4 | $2.29M | Buy |
28,807
+2,104
| +8% | +$167K | 0.11% | 203 |
|
|
2016
Q3 | $2.16M | Sell |
26,703
-16,601
| -38% | -$1.34M | 0.11% | 208 |
|
|
2016
Q2 | $3.51M | Buy |
43,304
+39,787
| +1,131% | +$3.22M | 0.2% | 98 |
|
|
2016
Q1 | $279K | Sell |
3,517
-27,383
| -89% | -$2.17M | 0.04% | 397 |
|
|
2015
Q4 | $2.46M | Buy |
+30,900
| New | +$2.46M | 0.17% | 132 |
|