LFA
Level Financial 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 | $15.1M | Buy |
191,992
+11,637
| +6% | +$916K | 4.7% | 4 |
|
|
2025
Q1 | $14.1M | Buy |
180,355
+3,798
| +2% | +$297K | 4.8% | 4 |
|
|
2024
Q4 | $13.6M | Buy |
176,557
+3,815
| +2% | +$295K | 5.01% | 4 |
|
|
2024
Q3 | $13.6M | Buy |
172,742
+10,972
| +7% | +$863K | 5.19% | 4 |
|
|
2024
Q2 | $12.4M | Buy |
161,770
+1,220
| +0.8% | +$93.6K | 5.38% | 4 |
|
|
2024
Q1 | $12.3M | Buy |
160,550
+98
| +0.1% | +$7.51K | 5.58% | 4 |
|
|
2023
Q4 | $12.4M | Sell |
160,452
-168
| -0.1% | -$12.9K | 6.11% | 4 |
|
|
2023
Q3 | $12.1M | Buy |
160,620
+6,026
| +4% | +$453K | 6.75% | 4 |
|
|
2023
Q2 | $11.7M | Buy |
154,594
+93
| +0.1% | +$7.03K | 6.52% | 4 |
|
|
2023
Q1 | $11.8M | Buy |
154,501
+994
| +0.6% | +$76K | 7.09% | 4 |
|
|
2022
Q4 | $11.6M | Buy |
153,507
+4,045
| +3% | +$305K | 7.57% | 3 |
|
|
2022
Q3 | $11.2M | Sell |
149,462
-36,383
| -20% | -$2.72M | 8.26% | 3 |
|
|
2022
Q2 | $14.3M | Sell |
185,845
-2,464
| -1% | -$189K | 10.51% | 3 |
|
|
2022
Q1 | $14.7M | Buy |
188,309
+4,315
| +2% | +$336K | 11.3% | 3 |
|
|
2021
Q4 | $14.9M | Buy |
+183,994
| New | +$14.9M | 11.34% | 2 |
|