Lockerman Financial Group’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 | $321K | Buy |
4,081
+165
| +4% | +$13K | 0.43% | 79 |
|
|
2025
Q1 | $307K | Sell |
3,916
-467
| -11% | -$36.6K | 0.46% | 73 |
|
|
2024
Q4 | $339K | Buy |
4,383
+567
| +15% | +$43.8K | 0.58% | 53 |
|
|
2024
Q3 | $300K | Sell |
3,816
-277
| -7% | -$21.8K | 0.51% | 68 |
|
|
2024
Q2 | $314K | Sell |
4,093
-64
| -2% | -$4.91K | 0.57% | 59 |
|
|
2024
Q1 | $319K | Buy |
4,157
+210
| +5% | +$16.1K | 0.61% | 49 |
|
|
2023
Q4 | $304K | Sell |
3,947
-1,557
| -28% | -$120K | 0.7% | 46 |
|
|
2023
Q3 | $414K | Sell |
5,504
-1,458
| -21% | -$110K | 1.11% | 27 |
|
|
2023
Q2 | $526K | Sell |
6,962
-6,057
| -47% | -$458K | 1.46% | 18 |
|
|
2023
Q1 | $996K | Buy |
13,019
+1,046
| +9% | +$80K | 2.74% | 9 |
|
|
2022
Q4 | $901K | Buy |
11,973
+1,205
| +11% | +$90.7K | 2.63% | 8 |
|
|
2022
Q3 | $805K | Buy |
+10,768
| New | +$805K | 2.32% | 11 |
|
|
2022
Q2 | – | Sell |
-3,182
| Closed | -$248K | – | 65 |
|
|
2022
Q1 | $248K | Buy |
3,182
+285
| +10% | +$22.2K | 0.67% | 55 |
|
|
2021
Q4 | $234K | Buy |
+2,897
| New | +$234K | 0.61% | 53 |
|