JIR
James Investment Research’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 | $457K | Buy |
5,811
+1
| +0% | +$79 | 0.05% | 225 |
|
|
2025
Q1 | $455K | Buy |
5,810
+110
| +2% | +$8.61K | 0.06% | 216 |
|
|
2024
Q4 | $440K | Buy |
+5,700
| New | +$440K | 0.05% | 223 |
|
|
2023
Q2 | – | Sell |
-3,145
| Closed | -$241K | – | 315 |
|
|
2023
Q1 | $241K | Hold |
3,145
| – | – | 0.03% | 248 |
|
|
2022
Q4 | $237K | Hold |
3,145
| – | – | 0.03% | 245 |
|
|
2022
Q3 | $235K | Hold |
3,145
| – | – | 0.03% | 238 |
|
|
2022
Q2 | $242K | Hold |
3,145
| – | – | 0.03% | 238 |
|
|
2022
Q1 | $245K | Hold |
3,145
| – | – | 0.03% | 258 |
|
|
2021
Q4 | $254K | Sell |
3,145
-188
| -6% | -$15.2K | 0.02% | 260 |
|
|
2021
Q3 | $273K | Buy |
3,333
+188
| +6% | +$15.4K | 0.03% | 242 |
|
|
2021
Q2 | $258K | Sell |
3,145
-3,130
| -50% | -$257K | 0.02% | 268 |
|
|
2021
Q1 | $516K | Hold |
6,275
| – | – | 0.05% | 205 |
|
|
2020
Q4 | $520K | Buy |
6,275
+1,630
| +35% | +$135K | 0.05% | 203 |
|
|
2020
Q3 | $386K | Buy |
4,645
+1,025
| +28% | +$85.2K | 0.04% | 216 |
|
|
2020
Q2 | $301K | Hold |
3,620
| – | – | 0.03% | 227 |
|
|
2020
Q1 | $297K | Hold |
3,620
| – | – | 0.03% | 207 |
|
|
2019
Q4 | $292K | Sell |
3,620
-1,000
| -22% | -$80.7K | 0.02% | 260 |
|
|
2019
Q3 | $373K | Hold |
4,620
| – | – | 0.03% | 247 |
|
|
2019
Q2 | $372K | Hold |
4,620
| – | – | 0.03% | 259 |
|
|
2019
Q1 | $368K | Sell |
4,620
-809
| -15% | -$64.4K | 0.02% | 478 |
|
|
2018
Q4 | $427K | Sell |
5,429
-9,810
| -64% | -$772K | 0.03% | 470 |
|
|
2018
Q3 | $1.19M | Sell |
15,239
-12,444
| -45% | -$971K | 0.05% | 455 |
|
|
2018
Q2 | $2.17M | Sell |
27,683
-5,300
| -16% | -$414K | 0.08% | 290 |
|
|
2018
Q1 | $2.59M | Sell |
32,983
-4,032
| -11% | -$316K | 0.1% | 196 |
|
|
2017
Q4 | $2.93M | Sell |
37,015
-1,945
| -5% | -$154K | 0.1% | 170 |
|
|
2017
Q3 | $3.11M | Buy |
38,960
+291
| +0.8% | +$23.2K | 0.1% | 153 |
|
|
2017
Q2 | $3.09M | Sell |
38,669
-2,937
| -7% | -$235K | 0.1% | 156 |
|
|
2017
Q1 | $3.32M | Sell |
41,606
-600
| -1% | -$47.8K | 0.09% | 157 |
|
|
2016
Q4 | $3.35M | Sell |
42,206
-2,430
| -5% | -$193K | 0.09% | 185 |
|
|
2016
Q3 | $3.61M | Buy |
44,636
+2,500
| +6% | +$202K | 0.1% | 171 |
|
|
2016
Q2 | $3.42M | Buy |
42,136
+9,450
| +29% | +$766K | 0.09% | 176 |
|
|
2016
Q1 | $2.64M | Sell |
32,686
-500
| -2% | -$40.3K | 0.06% | 173 |
|
|
2015
Q4 | $2.64M | Buy |
33,186
+4,045
| +14% | +$322K | 0.07% | 170 |
|
|
2015
Q3 | $2.34M | Sell |
29,141
-4,250
| -13% | -$342K | 0.06% | 169 |
|
|
2015
Q2 | $2.68M | Buy |
+33,391
| New | +$2.68M | 0.06% | 174 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 173 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 146 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 278 |
|
|
2014
Q2 | – | Hold |
0
| – | – | – | 282 |
|
|
2014
Q1 | – | Hold |
0
| – | – | – | 289 |
|
|
2013
Q4 | – | Hold |
0
| – | – | – | 280 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 272 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 263 |
|