Laurel Wealth Advisors (North Carolina)’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 | $831K | Buy |
65,400
+64,569
| +7,770% | +$820K | 0.01% | 283 |
|
|
2025
Q1 | $65.1K | Hold |
831
| – | – | 0.01% | 277 |
|
|
2024
Q4 | $64.2K | Sell |
831
-120
| -13% | -$9.27K | 0.01% | 283 |
|
|
2024
Q3 | $74.8K | Hold |
951
| – | – | 0.01% | 267 |
|
|
2024
Q2 | $72.9K | Hold |
951
| – | – | 0.01% | 259 |
|
|
2024
Q1 | $72.9K | Sell |
951
-11
| -1% | -$843 | 0.01% | 262 |
|
|
2023
Q4 | $74.1K | Sell |
962
-520
| -35% | -$40.1K | 0.01% | 249 |
|
|
2023
Q3 | $111K | Hold |
1,482
| – | – | 0.02% | 211 |
|
|
2023
Q2 | $112K | Hold |
1,482
| – | – | 0.02% | 215 |
|
|
2023
Q1 | $113K | Sell |
1,482
-249
| -14% | -$19K | 0.02% | 209 |
|
|
2022
Q4 | $130K | Hold |
1,731
| – | – | 0.03% | 185 |
|
|
2022
Q3 | $130K | Hold |
1,731
| – | – | 0.03% | 184 |
|
|
2022
Q2 | $133K | Hold |
1,731
| – | – | 0.03% | 185 |
|
|
2022
Q1 | $135K | Hold |
1,731
| – | – | 0.03% | 198 |
|
|
2021
Q4 | $140K | Sell |
1,731
-218
| -11% | -$17.6K | 0.03% | 189 |
|
|
2021
Q3 | $160K | Buy |
1,949
+1,211
| +164% | +$99.4K | 0.04% | 179 |
|
|
2021
Q2 | $61K | Buy |
+738
| New | +$61K | 0.01% | 259 |
|
|
2020
Q1 | – | Sell |
-140
| Closed | -$11K | – | 520 |
|
|
2019
Q4 | $11K | Buy |
+140
| New | +$11K | ﹤0.01% | 386 |
|
|
2019
Q3 | – | Sell |
-390
| Closed | -$31K | – | 515 |
|
|
2019
Q2 | $31K | Buy |
+390
| New | +$31K | 0.01% | 280 |
|