Mather 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 | – | Sell |
-1,013
| Closed | -$79.3K | – | 754 |
|
|
2025
Q1 | $79.3K | Buy |
1,013
+440
| +77% | +$34.5K | ﹤0.01% | 801 |
|
|
2024
Q4 | $44.2K | Sell |
573
-85
| -13% | -$6.56K | ﹤0.01% | 902 |
|
|
2024
Q3 | $51.8K | Sell |
658
-3,228
| -83% | -$254K | ﹤0.01% | 871 |
|
|
2024
Q2 | $298K | Sell |
3,886
-744
| -16% | -$57K | ﹤0.01% | 536 |
|
|
2024
Q1 | $357K | Buy |
4,630
+1
| +0% | +$77 | 0.01% | 400 |
|
|
2023
Q4 | $357K | Sell |
4,629
-1,399
| -23% | -$108K | 0.01% | 413 |
|
|
2023
Q3 | $453K | Buy |
6,028
+1,363
| +29% | +$102K | 0.01% | 344 |
|
|
2023
Q2 | $353K | Buy |
4,665
+697
| +18% | +$52.7K | 0.01% | 426 |
|
|
2023
Q1 | $303K | Sell |
3,968
-175
| -4% | -$13.4K | 0.01% | 394 |
|
|
2022
Q4 | $312K | Sell |
4,143
-898
| -18% | -$67.6K | 0.01% | 381 |
|
|
2022
Q3 | $377K | Sell |
5,041
-7,925
| -61% | -$593K | 0.01% | 326 |
|
|
2022
Q2 | $996K | Buy |
12,966
+4,377
| +51% | +$336K | 0.02% | 186 |
|
|
2022
Q1 | $669K | Buy |
+8,589
| New | +$669K | 0.01% | 222 |
|
|
2021
Q4 | – | Sell |
-7,074
| Closed | -$580K | – | 392 |
|
|
2021
Q3 | $580K | Hold |
7,074
| – | – | 0.01% | 158 |
|
|
2021
Q2 | $581K | Hold |
7,074
| – | – | 0.01% | 147 |
|
|
2021
Q1 | $581K | Hold |
7,074
| – | – | 0.02% | 133 |
|
|
2020
Q4 | $586K | Buy |
+7,074
| New | +$586K | 0.02% | 123 |
|