JFS Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,578
| Closed | -$122K | – | 1944 |
|
|
2024
Q4 | $122K | Sell |
1,578
-1,192
| -43% | -$92.1K | 0.01% | 340 |
|
|
2024
Q3 | $218K | Sell |
2,770
-469
| -14% | -$36.9K | 0.01% | 277 |
|
|
2024
Q2 | $248K | Buy |
3,239
+1
| +0% | +$77 | 0.02% | 216 |
|
|
2024
Q1 | $248K | Hold |
3,238
| – | – | 0.02% | 224 |
|
|
2023
Q4 | $249K | Sell |
3,238
-488
| -13% | -$37.6K | 0.02% | 209 |
|
|
2023
Q3 | $280K | Hold |
3,726
| – | – | 0.03% | 186 |
|
|
2023
Q2 | $282K | Hold |
3,726
| – | – | 0.03% | 184 |
|
|
2023
Q1 | $285K | Hold |
3,726
| – | – | 0.03% | 181 |
|
|
2022
Q4 | $280K | Sell |
3,726
-3,322
| -47% | -$250K | 0.03% | 187 |
|
|
2022
Q3 | $527K | Sell |
7,048
-16
| -0.2% | -$1.2K | 0.06% | 149 |
|
|
2022
Q2 | $542K | Hold |
7,064
| – | – | 0.06% | 141 |
|
|
2022
Q1 | $550K | Hold |
7,064
| – | – | 0.05% | 148 |
|
|
2021
Q4 | $571K | Hold |
7,064
| – | – | 0.05% | 151 |
|
|
2021
Q3 | $579K | Buy |
+7,064
| New | +$579K | 0.06% | 143 |
|
|
2018
Q3 | – | Sell |
-66
| Closed | -$5K | – | 526 |
|
|
2018
Q2 | $5K | Buy |
+66
| New | +$5K | ﹤0.01% | 408 |
|
|
2018
Q1 | – | Sell |
-16
| Closed | -$1K | – | 529 |
|
|
2017
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 501 |
|