Mogy Joel R Investment Counsel’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 | $1.01M | Hold |
12,800
| – | – | 0.06% | 63 |
|
|
2025
Q1 | $1M | Sell |
12,800
-300
| -2% | -$23.5K | 0.06% | 64 |
|
|
2024
Q4 | $1.01M | Buy |
13,100
+250
| +2% | +$19.3K | 0.06% | 70 |
|
|
2024
Q3 | $1.01M | Sell |
12,850
-350
| -3% | -$27.5K | 0.06% | 68 |
|
|
2024
Q2 | $1.01M | Hold |
13,200
| – | – | 0.06% | 67 |
|
|
2024
Q1 | $1.01M | Sell |
13,200
-700
| -5% | -$53.7K | 0.07% | 70 |
|
|
2023
Q4 | $1.07M | Sell |
13,900
-1,200
| -8% | -$92.4K | 0.08% | 66 |
|
|
2023
Q3 | $1.14M | Hold |
15,100
| – | – | 0.1% | 65 |
|
|
2023
Q2 | $1.14M | Hold |
15,100
| – | – | 0.09% | 71 |
|
|
2023
Q1 | $1.15M | Buy |
+15,100
| New | +$1.15M | 0.1% | 71 |
|