LifePlan Investment Advisors’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 | $1.4M | Buy |
17,732
+586
| +3% | +$46.1K | 0.69% | 44 |
|
|
2025
Q1 | $1.34M | Buy |
17,146
+1,947
| +13% | +$152K | 0.77% | 38 |
|
|
2024
Q4 | $1.17M | Buy |
15,199
+2,473
| +19% | +$191K | 0.73% | 41 |
|
|
2024
Q3 | $1M | Buy |
12,726
+2,476
| +24% | +$195K | 0.64% | 42 |
|
|
2024
Q2 | $786K | Buy |
10,250
+1,760
| +21% | +$135K | 0.57% | 43 |
|
|
2024
Q1 | $651K | Buy |
8,490
+5,235
| +161% | +$401K | 0.52% | 45 |
|
|
2023
Q4 | $251K | Buy |
+3,255
| New | +$251K | 0.23% | 63 |
|