Intergy Private Wealth’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 | $429K | Sell |
5,446
-211
| -4% | -$16.6K | 0.15% | 67 |
|
|
2025
Q1 | $443K | Sell |
5,657
-62
| -1% | -$4.85K | 0.17% | 63 |
|
|
2024
Q4 | $442K | Buy |
5,719
+91
| +2% | +$7.03K | 0.16% | 66 |
|
|
2024
Q3 | $443K | Buy |
5,628
+102
| +2% | +$8.03K | 0.17% | 63 |
|
|
2024
Q2 | $424K | Sell |
5,526
-2,361
| -30% | -$181K | 0.17% | 61 |
|
|
2024
Q1 | $605K | Sell |
7,887
-398
| -5% | -$30.5K | 0.25% | 52 |
|
|
2023
Q4 | $638K | Sell |
8,285
-12
| -0.1% | -$924 | 0.28% | 49 |
|
|
2023
Q3 | $624K | Buy |
8,297
+175
| +2% | +$13.2K | 0.31% | 46 |
|
|
2023
Q2 | $614K | Buy |
8,122
+338
| +4% | +$25.5K | 0.3% | 47 |
|
|
2023
Q1 | $595K | Buy |
7,784
+589
| +8% | +$45.1K | 0.33% | 43 |
|
|
2022
Q4 | $542K | Buy |
7,195
+339
| +5% | +$25.5K | 0.34% | 43 |
|
|
2022
Q3 | $513K | Buy |
6,856
+1,628
| +31% | +$122K | 0.36% | 45 |
|
|
2022
Q2 | $401K | Buy |
5,228
+742
| +17% | +$56.9K | 0.32% | 46 |
|
|
2022
Q1 | $349K | Buy |
+4,486
| New | +$349K | 0.24% | 40 |
|