Madrona Financial Services’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 | – | Sell |
-4,320
| Closed | -$338K | – | 115 |
|
|
2025
Q1 | $338K | Sell |
4,320
-53,034
| -92% | -$4.15M | 0.09% | 73 |
|
|
2024
Q4 | $4.43M | Sell |
57,354
-24,911
| -30% | -$1.92M | 1.21% | 22 |
|
|
2024
Q3 | $6.47M | Buy |
82,265
+27,076
| +49% | +$2.13M | 1.8% | 16 |
|
|
2024
Q2 | $4.23M | Buy |
55,189
+5,687
| +11% | +$436K | 1.3% | 23 |
|
|
2024
Q1 | $3.8M | Buy |
49,502
+13,825
| +39% | +$1.06M | 1.32% | 21 |
|
|
2023
Q4 | $2.75M | Sell |
35,677
-16,212
| -31% | -$1.25M | 1.08% | 22 |
|
|
2023
Q3 | $3.9M | Buy |
51,889
+39,041
| +304% | +$2.93M | 1.78% | 14 |
|
|
2023
Q2 | $971K | Buy |
+12,848
| New | +$971K | 0.47% | 37 |
|
|
2020
Q3 | – | Sell |
-31,751
| Closed | -$2.64M | – | 50 |
|
|
2020
Q2 | $2.64M | Buy |
+31,751
| New | +$2.64M | 1.82% | 18 |
|