IA
Insight 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 | $310K | Buy |
3,936
+2
| +0.1% | +$157 | 0.05% | 207 |
|
|
2025
Q1 | $308K | Sell |
3,934
-1,026
| -21% | -$80.3K | 0.05% | 204 |
|
|
2024
Q4 | $383K | Sell |
4,960
-277
| -5% | -$21.4K | 0.06% | 184 |
|
|
2024
Q3 | $412K | Sell |
5,237
-519
| -9% | -$40.8K | 0.07% | 181 |
|
|
2024
Q2 | $441K | Sell |
5,756
-844
| -13% | -$64.7K | 0.08% | 167 |
|
|
2024
Q1 | $506K | Buy |
6,600
+3
| +0% | +$230 | 0.1% | 154 |
|
|
2023
Q4 | $508K | Sell |
6,597
-75
| -1% | -$5.78K | 0.11% | 140 |
|
|
2023
Q3 | $502K | Sell |
6,672
-79
| -1% | -$5.94K | 0.11% | 135 |
|
|
2023
Q2 | $510K | Sell |
6,751
-558
| -8% | -$42.2K | 0.11% | 134 |
|
|
2023
Q1 | $559K | Buy |
7,309
+3
| +0% | +$229 | 0.13% | 122 |
|
|
2022
Q4 | $551K | Sell |
7,306
-668
| -8% | -$50.3K | 0.19% | 140 |
|
|
2022
Q3 | $597K | Buy |
7,974
+1
| +0% | +$75 | 0.23% | 111 |
|
|
2022
Q2 | $616K | Buy |
7,973
+6
| +0.1% | +$464 | 0.21% | 123 |
|
|
2022
Q1 | $621K | Sell |
7,967
-70
| -0.9% | -$5.46K | 0.19% | 136 |
|
|
2021
Q4 | $650K | Sell |
8,037
-63
| -0.8% | -$5.1K | 0.19% | 128 |
|
|
2021
Q3 | $661K | Buy |
8,100
+4,206
| +108% | +$343K | 0.2% | 134 |
|
|
2021
Q2 | $321K | Sell |
3,894
-107
| -3% | -$8.82K | 0.1% | 236 |
|
|
2021
Q1 | $329K | Sell |
4,001
-1,382
| -26% | -$114K | 0.1% | 243 |
|
|
2020
Q4 | $446K | Buy |
+5,383
| New | +$446K | 0.17% | 157 |
|