JT Stratford LLC’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 | $742K | Buy |
9,429
+2,530
| +37% | +$199K | 0.11% | 166 |
|
2025
Q1 | $540K | Sell |
6,899
-2,016
| -23% | -$158K | 0.1% | 192 |
|
2024
Q4 | $689K | Buy |
8,915
+160
| +2% | +$12.4K | 0.11% | 170 |
|
2024
Q3 | $689K | Buy |
8,755
+202
| +2% | +$15.9K | 0.12% | 172 |
|
2024
Q2 | $656K | Buy |
8,553
+926
| +12% | +$71K | 0.12% | 165 |
|
2024
Q1 | $585K | Buy |
7,627
+153
| +2% | +$11.7K | 0.12% | 179 |
|
2023
Q4 | $576K | Buy |
+7,474
| New | +$576K | 0.13% | 171 |
|
2022
Q1 | – | Sell |
-10,261
| Closed | -$830K | – | 207 |
|
2021
Q4 | $830K | Sell |
10,261
-2
| -0% | -$162 | 0.23% | 96 |
|
2021
Q3 | $841K | Sell |
10,263
-58
| -0.6% | -$4.75K | 0.26% | 86 |
|
2021
Q2 | $848K | Sell |
10,321
-408
| -4% | -$33.5K | 0.27% | 95 |
|
2021
Q1 | $882K | Sell |
10,729
-667
| -6% | -$54.8K | 0.31% | 82 |
|
2020
Q4 | $945K | Sell |
11,396
-16,849
| -60% | -$1.4M | 0.35% | 73 |
|
2020
Q3 | $2.35M | Sell |
28,245
-58,522
| -67% | -$4.86M | 1.01% | 24 |
|
2020
Q2 | $7.21M | Buy |
86,767
+31
| +0% | +$2.58K | 3.71% | 3 |
|
2020
Q1 | $7.13M | Buy |
86,736
+1,979
| +2% | +$163K | 4.37% | 5 |
|
2019
Q4 | $6.83M | Buy |
84,757
+2,322
| +3% | +$187K | 3.13% | 5 |
|
2019
Q3 | $6.65M | Sell |
82,435
-11,234
| -12% | -$907K | 3.74% | 3 |
|
2019
Q2 | $7.54M | Buy |
93,669
+19,182
| +26% | +$1.54M | 4.18% | 4 |
|
2019
Q1 | $5.93M | Buy |
74,487
+41,300
| +124% | +$3.29M | 3.4% | 4 |
|
2018
Q4 | $2.61M | Buy |
+33,187
| New | +$2.61M | 1.74% | 14 |
|