Legacy Financial Group (Iowa)’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 | $13.5M | Buy |
171,356
+182
| +0.1% | +$14.3K | 1.88% | 21 |
|
|
2025
Q1 | $13.4M | Buy |
171,174
+2,036
| +1% | +$159K | 2.06% | 18 |
|
|
2024
Q4 | $13.1M | Buy |
169,138
+46,584
| +38% | +$3.6M | 2.12% | 18 |
|
|
2024
Q3 | $9.64M | Buy |
122,554
+2,447
| +2% | +$193K | 1.85% | 19 |
|
|
2024
Q2 | $9.21M | Buy |
120,107
+168
| +0.1% | +$12.9K | 1.81% | 17 |
|
|
2024
Q1 | $9.2M | Buy |
119,939
+111,176
| +1,269% | +$8.52M | 1.86% | 17 |
|
|
2023
Q4 | $675K | Sell |
8,763
-112,375
| -93% | -$8.66M | 3.06% | 9 |
|
|
2023
Q3 | $9.11M | Sell |
121,138
-1,766
| -1% | -$133K | 2.14% | 15 |
|
|
2023
Q2 | $9.29M | Sell |
122,904
-20,572
| -14% | -$1.55M | 2.39% | 17 |
|
|
2023
Q1 | $11M | Sell |
143,476
-11,483
| -7% | -$878K | 3% | 14 |
|
|
2022
Q4 | $11.7M | Sell |
154,959
-11,054
| -7% | -$832K | 3.5% | 11 |
|
|
2022
Q3 | $12.4M | Buy |
166,013
+2,715
| +2% | +$203K | 4.15% | 8 |
|
|
2022
Q2 | $12.5M | Buy |
163,298
+3,834
| +2% | +$294K | 3.96% | 8 |
|
|
2022
Q1 | $12.4M | Buy |
159,464
+74,096
| +87% | +$5.77M | 3.64% | 8 |
|
|
2021
Q4 | $6.88M | Sell |
85,368
-53,201
| -38% | -$4.29M | 2.96% | 12 |
|
|
2021
Q3 | $11.4M | Buy |
138,569
+18,154
| +15% | +$1.49M | 3.4% | 8 |
|
|
2021
Q2 | $9.89M | Buy |
+120,415
| New | +$9.89M | 2.99% | 9 |
|