Laurie J. Hall Trustee’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 | $1.12M | Hold |
14,267
| – | – | 0.37% | 61 |
|
|
2025
Q1 | $1.12M | Buy |
14,267
+10,267
| +257% | +$804K | 0.4% | 60 |
|
|
2024
Q4 | $309K | Hold |
4,000
| – | – | 0.1% | 101 |
|
|
2024
Q3 | $315K | Hold |
4,000
| – | – | 0.1% | 104 |
|
|
2024
Q2 | $307K | Hold |
4,000
| – | – | 0.11% | 93 |
|
|
2024
Q1 | $307K | Hold |
4,000
| – | – | 0.11% | 90 |
|
|
2023
Q4 | $308K | Hold |
4,000
| – | – | 0.12% | 87 |
|
|
2023
Q3 | $301K | Hold |
4,000
| – | – | 0.13% | 84 |
|
|
2023
Q2 | $302K | Hold |
4,000
| – | – | 0.12% | 84 |
|
|
2023
Q1 | $306K | Hold |
4,000
| – | – | 0.13% | 84 |
|
|
2022
Q4 | $301K | Sell |
4,000
-3,800
| -49% | -$286K | 0.14% | 86 |
|
|
2022
Q3 | $584K | Hold |
7,800
| – | – | 0.29% | 67 |
|
|
2022
Q2 | $599K | Buy |
7,800
+1,700
| +28% | +$131K | 0.28% | 68 |
|
|
2022
Q1 | $475K | Hold |
6,100
| – | – | 0.18% | 77 |
|
|
2021
Q4 | $493K | Hold |
6,100
| – | – | 0.17% | 79 |
|
|
2021
Q3 | $500K | Hold |
6,100
| – | – | 0.19% | 77 |
|
|
2021
Q2 | $501K | Buy |
6,100
+500
| +9% | +$41.1K | 0.19% | 77 |
|
|
2021
Q1 | $460K | Buy |
5,600
+225
| +4% | +$18.5K | 0.18% | 81 |
|
|
2020
Q4 | $446K | Hold |
5,375
| – | – | 0.18% | 79 |
|
|
2020
Q3 | $446K | Buy |
+5,375
| New | +$446K | 0.2% | 76 |
|
|
2019
Q4 | $272K | Hold |
3,375
| – | – | 0.13% | 95 |
|
|
2019
Q3 | $273K | Sell |
3,375
-625
| -16% | -$50.6K | 0.14% | 96 |
|
|
2019
Q2 | $322K | Hold |
4,000
| – | – | 0.17% | 84 |
|
|
2019
Q1 | $318K | Buy |
4,000
+200
| +5% | +$15.9K | 0.17% | 87 |
|
|
2018
Q4 | $3K | Buy |
+3,800
| New | +$3K | ﹤0.01% | 312 |
|