LFS
Lutz Financial Services’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 | $19.1M | Sell |
242,492
-2,852
| -1% | -$224K | 1.48% | 19 |
|
|
2025
Q1 | $19.2M | Sell |
245,344
-804
| -0.3% | -$62.9K | 1.57% | 18 |
|
|
2024
Q4 | $19M | Buy |
246,148
+433
| +0.2% | +$33.5K | 1.54% | 17 |
|
|
2024
Q3 | $19.3M | Buy |
245,715
+2,113
| +0.9% | +$166K | 1.57% | 17 |
|
|
2024
Q2 | $18.7M | Buy |
243,602
+17,896
| +8% | +$1.37M | 1.63% | 17 |
|
|
2024
Q1 | $17.3M | Buy |
225,706
+17,915
| +9% | +$1.37M | 1.51% | 17 |
|
|
2023
Q4 | $16M | Buy |
207,791
+26,067
| +14% | +$2.01M | 1.5% | 16 |
|
|
2023
Q3 | $13.7M | Buy |
181,724
+3,236
| +2% | +$243K | 1.49% | 16 |
|
|
2023
Q2 | $13.5M | Buy |
178,488
+13,435
| +8% | +$1.02M | 1.45% | 19 |
|
|
2023
Q1 | $12.6M | Buy |
165,053
+11,845
| +8% | +$906K | 1.44% | 18 |
|
|
2022
Q4 | $11.5M | Buy |
153,208
+36,462
| +31% | +$2.74M | 1.42% | 19 |
|
|
2022
Q3 | $8.74M | Sell |
116,746
-18,339
| -14% | -$1.37M | 1.19% | 25 |
|
|
2022
Q2 | $10.4M | Sell |
135,085
-103,583
| -43% | -$7.95M | 1.38% | 25 |
|
|
2022
Q1 | $18.6M | Buy |
238,668
+7,883
| +3% | +$614K | 2.29% | 12 |
|
|
2021
Q4 | $18.7M | Buy |
230,785
+4,451
| +2% | +$360K | 2.29% | 12 |
|
|
2021
Q3 | $18.5M | Sell |
226,334
-1,481
| -0.7% | -$121K | 2.41% | 12 |
|
|
2021
Q2 | $18.7M | Buy |
227,815
+4,386
| +2% | +$360K | 2.49% | 12 |
|
|
2021
Q1 | $18.4M | Buy |
223,429
+8,582
| +4% | +$705K | 2.72% | 12 |
|
|
2020
Q4 | $17.8M | Buy |
214,847
+9,892
| +5% | +$820K | 2.92% | 11 |
|
|
2020
Q3 | $17M | Sell |
204,955
-19,109
| -9% | -$1.59M | 3.28% | 8 |
|
|
2020
Q2 | $18.6M | Sell |
224,064
-78,071
| -26% | -$6.49M | 3.8% | 7 |
|
|
2020
Q1 | $24.8M | Sell |
302,135
-97,157
| -24% | -$7.98M | 5.52% | 5 |
|
|
2019
Q4 | $32.2M | Sell |
399,292
-29,925
| -7% | -$2.41M | 5.72% | 6 |
|
|
2019
Q3 | $34.7M | Sell |
429,217
-71,140
| -14% | -$5.75M | 6.65% | 4 |
|
|
2019
Q2 | $40.3M | Sell |
500,357
-61,898
| -11% | -$4.98M | 7.88% | 3 |
|
|
2019
Q1 | $44.8M | Buy |
562,255
+6,381
| +1% | +$508K | 9.12% | 1 |
|
|
2018
Q4 | $43.7M | Buy |
555,874
+25,262
| +5% | +$1.98M | 9.75% | 1 |
|
|
2018
Q3 | $41.4M | Buy |
530,612
+114,688
| +28% | +$8.95M | 9.14% | 1 |
|
|
2018
Q2 | $32.5M | Buy |
415,924
+17,104
| +4% | +$1.34M | 9.27% | 2 |
|
|
2018
Q1 | $31.3M | Buy |
398,820
+1,081
| +0.3% | +$84.8K | 9.23% | 2 |
|
|
2017
Q4 | $31.5M | Buy |
+397,739
| New | +$31.5M | 9.18% | 2 |
|