MFT
Moisand Fitzgerald Tamayo’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 | $2.75M | Sell |
34,905
-289,400
| -89% | -$22.8M | 0.35% | 28 |
|
|
2025
Q1 | $25.4M | Sell |
324,305
-101,570
| -24% | -$7.95M | 3.51% | 9 |
|
|
2024
Q4 | $32.9M | Buy |
425,875
+15,682
| +4% | +$1.21M | 4.65% | 7 |
|
|
2024
Q3 | $32.3M | Buy |
410,193
+39,093
| +11% | +$3.08M | 4.43% | 7 |
|
|
2024
Q2 | $28.5M | Buy |
371,100
+57,319
| +18% | +$4.4M | 4.26% | 8 |
|
|
2024
Q1 | $24.1M | Buy |
313,781
+156,698
| +100% | +$12M | 3.68% | 11 |
|
|
2023
Q4 | $12.1M | Buy |
157,083
+152,324
| +3,201% | +$11.7M | 2.09% | 14 |
|
|
2023
Q3 | $358K | Buy |
4,759
+23
| +0.5% | +$1.73K | 0.08% | 76 |
|
|
2023
Q2 | $358K | Sell |
4,736
-2,850
| -38% | -$215K | 0.07% | 78 |
|
|
2023
Q1 | $580K | Sell |
7,586
-720
| -9% | -$55.1K | 0.12% | 64 |
|
|
2022
Q4 | $625K | Sell |
8,306
-30
| -0.4% | -$2.26K | 0.14% | 63 |
|
|
2022
Q3 | $624K | Sell |
8,336
-1,640
| -16% | -$123K | 0.17% | 59 |
|
|
2022
Q2 | $766K | Buy |
9,976
+2,292
| +30% | +$176K | 0.21% | 55 |
|
|
2022
Q1 | $599K | Sell |
7,684
-6,174
| -45% | -$481K | 0.27% | 49 |
|
|
2021
Q4 | $1.12M | Buy |
13,858
+250
| +2% | +$20.2K | 0.32% | 47 |
|
|
2021
Q3 | $1.12M | Buy |
13,608
+32
| +0.2% | +$2.62K | 0.37% | 46 |
|
|
2021
Q2 | $1.12M | Buy |
13,576
+3,610
| +36% | +$296K | 0.4% | 41 |
|
|
2021
Q1 | $819K | Sell |
9,966
-886
| -8% | -$72.8K | 0.35% | 44 |
|
|
2020
Q4 | $900K | Buy |
10,852
+544
| +5% | +$45.1K | 0.41% | 39 |
|
|
2020
Q3 | $856K | Buy |
10,308
+699
| +7% | +$58K | 0.44% | 38 |
|
|
2020
Q2 | $799K | Buy |
9,609
+2,313
| +32% | +$192K | 0.44% | 37 |
|
|
2020
Q1 | $600K | Sell |
7,296
-1,632
| -18% | -$134K | 0.39% | 41 |
|
|
2019
Q4 | $720K | Buy |
8,928
+221
| +3% | +$17.8K | 0.37% | 41 |
|
|
2019
Q3 | $703K | Sell |
8,707
-868
| -9% | -$70.1K | 0.38% | 41 |
|
|
2019
Q2 | $771K | Sell |
9,575
-1,421
| -13% | -$114K | 0.42% | 37 |
|
|
2019
Q1 | $875K | Sell |
10,996
-800
| -7% | -$63.7K | 0.49% | 35 |
|
|
2018
Q4 | $927K | Buy |
11,796
+403
| +4% | +$31.7K | 0.58% | 29 |
|
|
2018
Q3 | $889K | Sell |
11,393
-719
| -6% | -$56.1K | 0.49% | 33 |
|
|
2018
Q2 | $947K | Sell |
12,112
-731
| -6% | -$57.2K | 0.55% | 33 |
|
|
2018
Q1 | $1.01M | Sell |
12,843
-31,727
| -71% | -$2.49M | 0.6% | 27 |
|
|
2017
Q4 | $3.53M | Buy |
44,570
+5,665
| +15% | +$448K | 2.04% | 15 |
|
|
2017
Q3 | $3.11M | Buy |
38,905
+2,905
| +8% | +$232K | 1.89% | 16 |
|
|
2017
Q2 | $2.88M | Buy |
36,000
+578
| +2% | +$46.2K | 1.96% | 17 |
|
|
2017
Q1 | $2.82M | Buy |
35,422
+975
| +3% | +$77.7K | 1.99% | 16 |
|
|
2016
Q4 | $2.74M | Sell |
34,447
-309
| -0.9% | -$24.6K | 2.03% | 16 |
|
|
2016
Q3 | $2.81M | Buy |
34,756
+906
| +3% | +$73.2K | 2.13% | 16 |
|
|
2016
Q2 | $2.74M | Buy |
33,850
+1,362
| +4% | +$110K | 2.24% | 16 |
|
|
2016
Q1 | $2.62M | Buy |
32,488
+880
| +3% | +$71K | 2.12% | 14 |
|
|
2015
Q4 | $2.52M | Buy |
+31,608
| New | +$2.52M | 2.16% | 13 |
|