Independent Family Office’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 | $1.23M | Buy |
15,692
+1,133
| +8% | +$89.2K | 0.57% | 32 |
|
|
2025
Q1 | $1.14M | Sell |
14,559
-420
| -3% | -$32.9K | 0.6% | 30 |
|
|
2024
Q4 | $1.16M | Buy |
14,979
+640
| +4% | +$49.5K | 0.6% | 31 |
|
|
2024
Q3 | $1.12M | Buy |
14,339
+2,992
| +26% | +$233K | 0.56% | 33 |
|
|
2024
Q2 | $869K | Sell |
11,347
-1,760
| -13% | -$135K | 0.5% | 37 |
|
|
2024
Q1 | $1M | Buy |
13,107
+2,353
| +22% | +$180K | 0.54% | 34 |
|
|
2023
Q4 | $828K | Hold |
10,754
| – | – | 0.47% | 39 |
|
|
2023
Q3 | $808K | Buy |
10,754
+2,277
| +27% | +$171K | 0.5% | 35 |
|
|
2023
Q2 | $641K | Hold |
8,477
| – | – | 0.39% | 41 |
|
|
2023
Q1 | $648K | Buy |
8,477
+440
| +5% | +$33.7K | 0.37% | 42 |
|
|
2022
Q4 | $605K | Sell |
8,037
-4,280
| -35% | -$322K | 0.36% | 42 |
|
|
2022
Q3 | $922K | Hold |
12,317
| – | – | 0.45% | 32 |
|
|
2022
Q2 | $947 | Buy |
+12,317
| New | +$947 | 0.47% | 30 |
|