McNamara 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 | $217K | Buy |
2,754
+74
| +3% | +$5.82K | 0.04% | 91 |
|
|
2025
Q1 | $210K | Buy |
+2,680
| New | +$210K | 0.05% | 85 |
|
|
2024
Q4 | – | Sell |
-2,906
| Closed | -$229K | – | 76 |
|
|
2024
Q3 | $229K | Buy |
2,906
+231
| +9% | +$18.2K | 0.05% | 82 |
|
|
2024
Q2 | $205K | Buy |
+2,675
| New | +$205K | 0.04% | 75 |
|
|
2024
Q1 | – | Sell |
-3,125
| Closed | -$241K | – | 69 |
|
|
2023
Q4 | $241K | Sell |
3,125
-24
| -0.8% | -$1.85K | 0.05% | 61 |
|
|
2023
Q3 | $237K | Sell |
3,149
-158
| -5% | -$11.9K | 0.06% | 59 |
|
|
2023
Q2 | $249K | Buy |
3,307
+517
| +19% | +$38.9K | 0.06% | 59 |
|
|
2023
Q1 | $213K | Buy |
2,790
+48
| +2% | +$3.67K | 0.05% | 60 |
|
|
2022
Q4 | $206K | Buy |
2,742
+7
| +0.3% | +$527 | 0.05% | 62 |
|
|
2022
Q3 | $205K | Buy |
2,735
+9
| +0.3% | +$675 | 0.06% | 57 |
|
|
2022
Q2 | $209K | Sell |
2,726
-643
| -19% | -$49.3K | 0.06% | 58 |
|
|
2022
Q1 | $262K | Sell |
3,369
-942
| -22% | -$73.3K | 0.07% | 54 |
|
|
2021
Q4 | $348K | Buy |
4,311
+81
| +2% | +$6.54K | 0.09% | 45 |
|
|
2021
Q3 | $347K | Buy |
4,230
+316
| +8% | +$25.9K | 0.1% | 43 |
|
|
2021
Q2 | $322K | Buy |
3,914
+1,025
| +35% | +$84.3K | 0.09% | 44 |
|
|
2021
Q1 | $239K | Buy |
2,889
+449
| +18% | +$37.1K | 0.07% | 46 |
|
|
2020
Q4 | $203K | Hold |
2,440
| – | – | 0.07% | 47 |
|
|
2020
Q3 | $203K | Buy |
+2,440
| New | +$203K | 0.07% | 47 |
|
|
2017
Q1 | – | Sell |
-2,903
| Closed | -$231K | – | 35 |
|
|
2016
Q4 | $231K | Sell |
2,903
-64
| -2% | -$5.09K | 0.13% | 30 |
|
|
2016
Q3 | $240K | Sell |
2,967
-62
| -2% | -$5.02K | 0.13% | 28 |
|
|
2016
Q2 | $246K | Sell |
3,029
-452
| -13% | -$36.7K | 0.14% | 26 |
|
|
2016
Q1 | $281K | Buy |
+3,481
| New | +$281K | 0.17% | 26 |
|