LIM
Loudon Investment Management’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 | $839K | Sell |
10,655
-175
| -2% | -$13.8K | 0.46% | 53 |
|
|
2025
Q1 | $848K | Buy |
10,830
+93
| +0.9% | +$7.28K | 0.48% | 55 |
|
|
2024
Q4 | $830K | Buy |
10,737
+427
| +4% | +$33K | 0.47% | 51 |
|
|
2024
Q3 | $811K | Buy |
10,310
+1,204
| +13% | +$94.7K | 0.44% | 52 |
|
|
2024
Q2 | $698K | Hold |
9,106
| – | – | 0.41% | 51 |
|
|
2024
Q1 | $698K | Sell |
9,106
-115
| -1% | -$8.82K | 0.4% | 55 |
|
|
2023
Q4 | $710K | Sell |
9,221
-100
| -1% | -$7.7K | 0.44% | 57 |
|
|
2023
Q3 | $701K | Sell |
9,321
-265
| -3% | -$19.9K | 0.48% | 53 |
|
|
2023
Q2 | $724K | Sell |
9,586
-375
| -4% | -$28.3K | 0.48% | 52 |
|
|
2023
Q1 | $762K | Buy |
9,961
+165
| +2% | +$12.6K | 0.53% | 49 |
|
|
2022
Q4 | $737K | Hold |
9,796
| – | – | 0.53% | 52 |
|
|
2022
Q3 | $733K | Sell |
9,796
-2,289
| -19% | -$171K | 0.58% | 49 |
|
|
2022
Q2 | $928K | Buy |
12,085
+144
| +1% | +$11.1K | 0.7% | 44 |
|
|
2022
Q1 | $930K | Buy |
11,941
+1,757
| +17% | +$137K | 0.61% | 44 |
|
|
2021
Q4 | $823K | Buy |
10,184
+655
| +7% | +$52.9K | 0.53% | 53 |
|
|
2021
Q3 | $781K | Buy |
9,529
+660
| +7% | +$54.1K | 0.56% | 49 |
|
|
2021
Q2 | $729K | Buy |
8,869
+569
| +7% | +$46.8K | 0.5% | 55 |
|
|
2021
Q1 | $682K | Buy |
8,300
+775
| +10% | +$63.7K | 0.49% | 54 |
|
|
2020
Q4 | $624K | Hold |
7,525
| – | – | 0.49% | 51 |
|
|
2020
Q3 | $625K | Hold |
7,525
| – | – | 0.53% | 46 |
|
|
2020
Q2 | $625K | Buy |
7,525
+240
| +3% | +$19.9K | 0.54% | 50 |
|
|
2020
Q1 | $599K | Buy |
7,285
+600
| +9% | +$49.3K | 0.63% | 48 |
|
|
2019
Q4 | $539K | Buy |
6,685
+1,205
| +22% | +$97.2K | 0.42% | 59 |
|
|
2019
Q3 | $443K | Buy |
5,480
+485
| +10% | +$39.2K | 0.37% | 61 |
|
|
2019
Q2 | $402K | Hold |
4,995
| – | – | 0.34% | 65 |
|
|
2019
Q1 | $398K | Buy |
4,995
+220
| +5% | +$17.5K | 0.35% | 66 |
|
|
2018
Q4 | $375K | Sell |
4,775
-390
| -8% | -$30.6K | 0.36% | 68 |
|
|
2018
Q3 | $403K | Hold |
5,165
| – | – | 0.32% | 71 |
|
|
2018
Q2 | $404K | Sell |
5,165
-1,400
| -21% | -$110K | 0.32% | 68 |
|
|
2018
Q1 | $515K | Sell |
6,565
-2,825
| -30% | -$222K | 0.41% | 56 |
|
|
2017
Q4 | $743K | Buy |
9,390
+415
| +5% | +$32.8K | 0.56% | 46 |
|
|
2017
Q3 | $716K | Sell |
8,975
-2,500
| -22% | -$199K | 0.56% | 49 |
|
|
2017
Q2 | $916K | Sell |
11,475
-375
| -3% | -$29.9K | 0.7% | 45 |
|
|
2017
Q1 | $945K | Hold |
11,850
| – | – | 0.72% | 43 |
|
|
2016
Q4 | $941K | Hold |
11,850
| – | – | 0.73% | 38 |
|
|
2016
Q3 | $958K | Buy |
11,850
+2,500
| +27% | +$202K | 0.74% | 41 |
|
|
2016
Q2 | $758K | Sell |
9,350
-1,400
| -13% | -$113K | 0.6% | 44 |
|
|
2016
Q1 | $867K | Sell |
10,750
-60
| -0.6% | -$4.84K | 0.7% | 38 |
|
|
2015
Q4 | $860K | Buy |
10,810
+2,500
| +30% | +$199K | 0.69% | 39 |
|
|
2015
Q3 | $668K | Sell |
8,310
-32
| -0.4% | -$2.57K | 0.57% | 39 |
|
|
2015
Q2 | $669K | Buy |
8,342
+435
| +6% | +$34.9K | 0.51% | 41 |
|
|
2015
Q1 | $637K | Buy |
7,907
+500
| +7% | +$40.3K | 0.48% | 47 |
|
|
2014
Q4 | $592K | Hold |
7,407
| – | – | 0.44% | 48 |
|
|
2014
Q3 | $593K | Sell |
7,407
-523
| -7% | -$41.9K | 0.42% | 51 |
|
|
2014
Q2 | $637K | Sell |
7,930
-55
| -0.7% | -$4.42K | 0.44% | 51 |
|
|
2014
Q1 | $640K | Buy |
7,985
+755
| +10% | +$60.5K | 0.46% | 55 |
|
|
2013
Q4 | $578K | Buy |
+7,230
| New | +$578K | 0.42% | 56 |
|