Investment Partners’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 | $5.77M | Buy |
73,262
+8,841
| +14% | +$696K | 2.18% | 10 |
|
|
2025
Q1 | $5.04M | Buy |
64,421
+13,460
| +26% | +$1.05M | 2.09% | 10 |
|
|
2024
Q4 | $3.94M | Buy |
50,961
+6,023
| +13% | +$465K | 1.62% | 18 |
|
|
2024
Q3 | $3.54M | Buy |
44,938
+8,550
| +23% | +$673K | 1.47% | 20 |
|
|
2024
Q2 | $2.79M | Buy |
36,388
+4,670
| +15% | +$358K | 1.25% | 24 |
|
|
2024
Q1 | $2.43M | Buy |
31,718
+271
| +0.9% | +$20.8K | 1.1% | 28 |
|
|
2023
Q4 | $2.42M | Sell |
31,447
-702
| -2% | -$54.1K | 1.19% | 25 |
|
|
2023
Q3 | $2.42M | Buy |
32,149
+9,202
| +40% | +$692K | 1.27% | 23 |
|
|
2023
Q2 | $1.73M | Buy |
22,947
+653
| +3% | +$49.3K | 0.9% | 31 |
|
|
2023
Q1 | $1.71M | Sell |
22,294
-414
| -2% | -$31.7K | 0.89% | 29 |
|
|
2022
Q4 | $1.71M | Sell |
22,708
-3,133
| -12% | -$236K | 0.9% | 30 |
|
|
2022
Q3 | $1.93M | Buy |
25,841
+2,166
| +9% | +$162K | 0.58% | 48 |
|
|
2022
Q2 | $1.82M | Buy |
23,675
+1,305
| +6% | +$100K | 0.89% | 31 |
|
|
2022
Q1 | $1.74M | Sell |
22,370
-3,182
| -12% | -$248K | 0.74% | 32 |
|
|
2021
Q4 | $2.07M | Buy |
25,552
+1,327
| +5% | +$107K | 0.84% | 31 |
|
|
2021
Q3 | $1.99M | Buy |
24,225
+849
| +4% | +$69.6K | 0.9% | 30 |
|
|
2021
Q2 | $1.92M | Sell |
23,376
-22,535
| -49% | -$1.85M | 0.88% | 32 |
|
|
2021
Q1 | $3.77M | Buy |
45,911
+1,519
| +3% | +$125K | 1.83% | 14 |
|
|
2020
Q4 | $3.68M | Buy |
44,392
+1,407
| +3% | +$117K | 1.96% | 12 |
|
|
2020
Q3 | $3.57M | Sell |
42,985
-14,329
| -25% | -$1.19M | 2.13% | 12 |
|
|
2020
Q2 | $4.76M | Buy |
57,314
+37,093
| +183% | +$3.08M | 2.8% | 8 |
|
|
2020
Q1 | $1.66M | Buy |
20,221
+4,807
| +31% | +$395K | 1.2% | 25 |
|
|
2019
Q4 | $1.24M | Buy |
15,414
+2,250
| +17% | +$181K | 0.84% | 40 |
|
|
2019
Q3 | $1.06M | Sell |
13,164
-278
| -2% | -$22.5K | 0.78% | 41 |
|
|
2019
Q2 | $1.08M | Sell |
13,442
-2,687
| -17% | -$216K | 0.78% | 44 |
|
|
2019
Q1 | $1.28M | Buy |
16,129
+1,762
| +12% | +$140K | 0.93% | 39 |
|
|
2018
Q4 | $1.13M | Sell |
14,367
-280
| -2% | -$22K | 0.95% | 37 |
|
|
2018
Q3 | $153 | Buy |
14,647
+1,329
| +10% | +$14 | 0.09% | 116 |
|
|
2018
Q2 | $1.04M | Buy |
13,318
+1,486
| +13% | +$116K | 0.77% | 39 |
|
|
2018
Q1 | $928K | Buy |
11,832
+5,763
| +95% | +$452K | 0.69% | 47 |
|
|
2017
Q4 | $480K | Sell |
6,069
-355
| -6% | -$28.1K | 0.36% | 69 |
|
|
2017
Q3 | $513K | Buy |
6,424
+361
| +6% | +$28.8K | 0.44% | 65 |
|
|
2017
Q2 | $484K | Buy |
6,063
+731
| +14% | +$58.4K | 0.44% | 66 |
|
|
2017
Q1 | $425K | Buy |
+5,332
| New | +$425K | 0.41% | 67 |
|
|
2016
Q2 | – | Sell |
-2,747
| Closed | -$219K | – | 121 |
|
|
2016
Q1 | $219K | Buy |
+2,747
| New | +$219K | 0.14% | 149 |
|