MA
MBA Advisors’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 | – | Sell |
-2,748
| Closed | -$215K | – | 135 |
|
|
2025
Q1 | $215K | Buy |
+2,748
| New | +$215K | 0.11% | 125 |
|
|
2024
Q2 | – | Sell |
-7,973
| Closed | -$611K | – | 127 |
|
|
2024
Q1 | $611K | Sell |
7,973
-194
| -2% | -$14.9K | 0.32% | 68 |
|
|
2023
Q4 | $629K | Buy |
+8,167
| New | +$629K | 0.35% | 66 |
|
|
2023
Q3 | – | Sell |
-7,014
| Closed | -$530K | – | 116 |
|
|
2023
Q2 | $530K | Sell |
7,014
-1,794
| -20% | -$136K | 0.32% | 69 |
|
|
2023
Q1 | $674K | Buy |
8,808
+72
| +0.8% | +$5.51K | 0.42% | 59 |
|
|
2022
Q4 | $658K | Sell |
8,736
-694
| -7% | -$52.2K | 0.43% | 58 |
|
|
2022
Q3 | $706K | Sell |
9,430
-1,283
| -12% | -$96.1K | 0.51% | 52 |
|
|
2022
Q2 | $823K | Sell |
10,713
-2,911
| -21% | -$224K | 0.57% | 49 |
|
|
2022
Q1 | $1.06M | Sell |
13,624
-1,044
| -7% | -$81.3K | 0.66% | 42 |
|
|
2021
Q4 | $1.19M | Sell |
14,668
-1,472
| -9% | -$119K | 0.73% | 37 |
|
|
2021
Q3 | $1.32M | Buy |
16,140
+7,750
| +92% | +$635K | 0.98% | 31 |
|
|
2021
Q2 | $689 | Sell |
8,390
-1,372
| -14% | -$113 | 0.32% | 56 |
|
|
2021
Q1 | $802 | Buy |
+9,762
| New | +$802 | 0.44% | 42 |
|