LIA
LBMC Investment Advisors’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 | $584K | Buy |
7,415
+18
| +0.2% | +$1.42K | 0.04% | 115 |
|
|
2025
Q1 | $579K | Sell |
7,397
-274
| -4% | -$21.5K | 0.05% | 112 |
|
|
2024
Q4 | $593K | Sell |
7,671
-584
| -7% | -$45.1K | 0.05% | 107 |
|
|
2024
Q3 | $650K | Sell |
8,255
-402
| -5% | -$31.6K | 0.05% | 98 |
|
|
2024
Q2 | $664K | Sell |
8,657
-1,112
| -11% | -$85.3K | 0.06% | 90 |
|
|
2024
Q1 | $749K | Buy |
9,769
+11
| +0.1% | +$843 | 0.06% | 89 |
|
|
2023
Q4 | $752K | Sell |
9,758
-1,251
| -11% | -$96.3K | 0.07% | 80 |
|
|
2023
Q3 | $822K | Sell |
11,009
-148
| -1% | -$11.1K | 0.09% | 68 |
|
|
2023
Q2 | $843K | Sell |
11,157
-1,151
| -9% | -$87K | 0.08% | 70 |
|
|
2023
Q1 | $941K | Sell |
12,308
-343
| -3% | -$26.2K | 0.1% | 60 |
|
|
2022
Q4 | $952K | Sell |
12,651
-911
| -7% | -$68.6K | 0.1% | 61 |
|
|
2022
Q3 | $1.02M | Sell |
13,562
-526
| -4% | -$39.4K | 0.12% | 52 |
|
|
2022
Q2 | $1.08M | Sell |
14,088
-127
| -0.9% | -$9.75K | 0.12% | 48 |
|
|
2022
Q1 | $1.11M | Sell |
14,215
-679
| -5% | -$52.9K | 0.1% | 54 |
|
|
2021
Q4 | $1.2M | Buy |
14,894
+13,882
| +1,372% | +$1.12M | 0.1% | 54 |
|
|
2021
Q3 | $1.49K | Sell |
1,012
-18,614
| -95% | -$27.3K | 0.14% | 47 |
|
|
2021
Q2 | $1.61M | Sell |
19,626
-1,834
| -9% | -$151K | 0.15% | 50 |
|
|
2021
Q1 | $1.76M | Sell |
21,460
-1,373
| -6% | -$113K | 0.19% | 44 |
|
|
2020
Q4 | $1.89M | Buy |
22,833
+680
| +3% | +$56.4K | 0.22% | 38 |
|
|
2020
Q3 | $1.84M | Buy |
22,153
+2,577
| +13% | +$214K | 0.26% | 35 |
|
|
2020
Q2 | $1.63M | Buy |
19,576
+13,513
| +223% | +$1.12M | 0.26% | 34 |
|
|
2020
Q1 | $498K | Buy |
6,063
+1,770
| +41% | +$145K | 0.09% | 48 |
|
|
2019
Q4 | $346K | Buy |
4,293
+11
| +0.3% | +$887 | 0.05% | 73 |
|
|
2019
Q3 | $346K | Sell |
4,282
-26,348
| -86% | -$2.13M | 0.05% | 67 |
|
|
2019
Q2 | $2.47M | Sell |
30,630
-16,911
| -36% | -$1.36M | 0.37% | 25 |
|
|
2019
Q1 | $3.78M | Sell |
47,541
-1,744
| -4% | -$139K | 0.6% | 20 |
|
|
2018
Q4 | $3.87M | Buy |
49,285
+75
| +0.2% | +$5.89K | 0.71% | 17 |
|
|
2018
Q3 | $3.84M | Sell |
49,210
-185
| -0.4% | -$14.4K | 0.61% | 17 |
|
|
2018
Q2 | $3.86M | Sell |
49,395
-885
| -2% | -$69.2K | 0.64% | 18 |
|
|
2018
Q1 | $3.94M | Sell |
50,280
-52
| -0.1% | -$4.08K | 0.68% | 18 |
|
|
2017
Q4 | $3.98M | Sell |
50,332
-2,061
| -4% | -$163K | 0.65% | 17 |
|
|
2017
Q3 | $4.18M | Sell |
52,393
-46,469
| -47% | -$3.71M | 0.72% | 17 |
|
|
2017
Q2 | $7.89M | Sell |
98,862
-52,241
| -35% | -$4.17M | 1.39% | 11 |
|
|
2017
Q1 | $12M | Sell |
151,103
-18,709
| -11% | -$1.49M | 2.16% | 10 |
|
|
2016
Q4 | $13.5M | Sell |
169,812
-1,384
| -0.8% | -$110K | 2.53% | 9 |
|
|
2016
Q3 | $13.8M | Sell |
171,196
-5,684
| -3% | -$459K | 2.66% | 9 |
|
|
2016
Q2 | $14.3M | Sell |
176,880
-5,939
| -3% | -$481K | 2.87% | 9 |
|
|
2016
Q1 | $14.7M | Buy |
182,819
+317
| +0.2% | +$25.6K | 3.05% | 9 |
|
|
2015
Q4 | $14.5M | Buy |
182,502
+641
| +0.4% | +$51K | 3.13% | 8 |
|
|
2015
Q3 | $14.6M | Buy |
181,861
+440
| +0.2% | +$35.4K | 3.31% | 9 |
|
|
2015
Q2 | $14.5M | Sell |
181,421
-1,176
| -0.6% | -$94.3K | 3.09% | 9 |
|
|
2015
Q1 | $14.7M | Sell |
182,597
-794
| -0.4% | -$63.9K | 3.29% | 8 |
|
|
2014
Q4 | $14.7M | Sell |
183,391
-1,877
| -1% | -$150K | 3.4% | 9 |
|
|
2014
Q3 | $14.8M | Buy |
185,268
+76,914
| +71% | +$6.16M | 3.6% | 8 |
|
|
2014
Q2 | $8.71M | Sell |
108,354
-106,740
| -50% | -$8.58M | 2.35% | 10 |
|
|
2014
Q1 | $17.2M | Sell |
215,094
-18,920
| -8% | -$1.52M | 4.34% | 6 |
|
|
2013
Q4 | $18.7M | Sell |
234,014
-34,840
| -13% | -$2.78M | 4.9% | 6 |
|
|
2013
Q3 | $21.6M | Buy |
268,854
+68,331
| +34% | +$5.49M | 6.38% | 5 |
|
|
2013
Q2 | $16.1M | Buy |
+200,523
| New | +$16.1M | 5.57% | 6 |
|