Marcum Wealth’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
Q1 | $1.23M | Sell |
15,687
-642
| -4% | -$50.3K | 0.11% | 93 |
|
|
2024
Q4 | $1.26M | Buy |
16,329
+305
| +2% | +$23.6K | 0.11% | 90 |
|
|
2024
Q3 | $1.26M | Sell |
16,024
-877
| -5% | -$69K | 0.12% | 90 |
|
|
2024
Q2 | $1.3M | Buy |
16,901
+394
| +2% | +$30.2K | 0.13% | 84 |
|
|
2024
Q1 | $1.27M | Sell |
16,507
-517
| -3% | -$39.6K | 0.13% | 83 |
|
|
2023
Q4 | $1.31M | Sell |
17,024
-2,685
| -14% | -$207K | 0.14% | 79 |
|
|
2023
Q3 | $1.48M | Sell |
19,709
-34
| -0.2% | -$2.56K | 0.18% | 65 |
|
|
2023
Q2 | $1.49M | Sell |
19,743
-757
| -4% | -$57.2K | 0.18% | 63 |
|
|
2023
Q1 | $1.57M | Sell |
20,500
-8,004
| -28% | -$612K | 0.2% | 59 |
|
|
2022
Q4 | $2.15M | Buy |
28,504
+2,053
| +8% | +$155K | 0.28% | 38 |
|
|
2022
Q3 | $1.98M | Sell |
26,451
-1,448
| -5% | -$108K | 0.3% | 35 |
|
|
2022
Q2 | $2.14M | Sell |
27,899
-2,290
| -8% | -$176K | 0.32% | 32 |
|
|
2022
Q1 | $2.35M | Buy |
30,189
+649
| +2% | +$50.6K | 0.32% | 33 |
|
|
2021
Q4 | $2.39M | Sell |
29,540
-2,955
| -9% | -$239K | 0.33% | 35 |
|
|
2021
Q3 | $2.66M | Buy |
32,495
+764
| +2% | +$62.6K | 0.42% | 27 |
|
|
2021
Q2 | $2.61M | Buy |
31,731
+99
| +0.3% | +$8.13K | 0.42% | 27 |
|
|
2021
Q1 | $2.6M | Buy |
31,632
+1,892
| +6% | +$156K | 0.43% | 26 |
|
|
2020
Q4 | $2.47M | Sell |
29,740
-3,553
| -11% | -$294K | 0.58% | 20 |
|
|
2020
Q3 | $2.77M | Sell |
33,293
-6,297
| -16% | -$523K | 0.85% | 19 |
|
|
2020
Q2 | $3.29M | Buy |
39,590
+8,152
| +26% | +$678K | 1.01% | 18 |
|
|
2020
Q1 | $2.58M | Buy |
31,438
+2,849
| +10% | +$234K | 1% | 17 |
|
|
2019
Q4 | $2.31M | Buy |
+28,589
| New | +$2.31M | 0.86% | 16 |
|