Leeward Financial Partners’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 | $2.89M | Buy |
36,709
+5,185
| +16% | +$408K | 0.92% | 36 |
|
|
2025
Q1 | $2.47M | Buy |
31,524
+2,769
| +10% | +$217K | 0.92% | 35 |
|
|
2024
Q4 | $2.22M | Buy |
28,755
+2,196
| +8% | +$170K | 0.79% | 38 |
|
|
2024
Q3 | $2.09M | Buy |
26,559
+460
| +2% | +$36.2K | 0.79% | 38 |
|
|
2024
Q2 | $2M | Sell |
26,099
-386
| -1% | -$29.6K | 0.81% | 38 |
|
|
2024
Q1 | $2.03M | Sell |
26,485
-220
| -0.8% | -$16.9K | 0.86% | 36 |
|
|
2023
Q4 | $2.06M | Sell |
26,705
-1,222
| -4% | -$94.1K | 0.99% | 36 |
|
|
2023
Q3 | $2.1M | Sell |
27,927
-2,021
| -7% | -$152K | 1.16% | 33 |
|
|
2023
Q2 | $2.26M | Sell |
29,948
-10,914
| -27% | -$825K | 1.3% | 31 |
|
|
2023
Q1 | $3.13M | Buy |
40,862
+1,963
| +5% | +$150K | 1.91% | 17 |
|
|
2022
Q4 | $2.93M | Sell |
38,899
-8,553
| -18% | -$644K | 2.02% | 16 |
|
|
2022
Q3 | $3.55M | Buy |
47,452
+1,258
| +3% | +$94.1K | 2.55% | 13 |
|
|
2022
Q2 | $3.55M | Buy |
46,194
+5,491
| +13% | +$422K | 2.43% | 16 |
|
|
2022
Q1 | $3.17M | Buy |
40,703
+3,698
| +10% | +$288K | 1.96% | 18 |
|
|
2021
Q4 | $2.99M | Buy |
+37,005
| New | +$2.99M | 1.87% | 16 |
|