MGIA
Moneta Group Investment 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 | $5.31M | Sell |
67,518
-1,050
| -2% | -$82.6K | 0.06% | 134 |
|
|
2025
Q1 | $5.37M | Sell |
68,568
-360
| -0.5% | -$28.2K | 0.07% | 126 |
|
|
2024
Q4 | $5.33M | Buy |
68,928
+3,066
| +5% | +$237K | 0.07% | 122 |
|
|
2024
Q3 | $5.18M | Sell |
65,862
-85
| -0.1% | -$6.69K | 0.08% | 123 |
|
|
2024
Q2 | $5.06M | Buy |
65,947
+12,365
| +23% | +$948K | 0.08% | 121 |
|
|
2024
Q1 | $4.11M | Buy |
53,582
+3,839
| +8% | +$294K | 0.07% | 135 |
|
|
2023
Q4 | $3.83M | Buy |
49,743
+982
| +2% | +$75.6K | 0.08% | 132 |
|
|
2023
Q3 | $3.67M | Buy |
48,761
+16,610
| +52% | +$1.25M | 0.08% | 123 |
|
|
2023
Q2 | $2.43M | Buy |
32,151
+1,739
| +6% | +$131K | 0.05% | 151 |
|
|
2023
Q1 | $2.33M | Buy |
30,412
+5,227
| +21% | +$400K | 0.06% | 148 |
|
|
2022
Q4 | $1.92M | Buy |
25,185
+740
| +3% | +$56.4K | 0.05% | 149 |
|
|
2022
Q3 | $1.83M | Sell |
24,445
-871
| -3% | -$65.2K | 0.07% | 141 |
|
|
2022
Q2 | $1.94M | Buy |
25,316
+4,892
| +24% | +$376K | 0.07% | 145 |
|
|
2022
Q1 | $1.59M | Buy |
20,424
+233
| +1% | +$18.2K | 0.06% | 155 |
|
|
2021
Q4 | $1.63M | Buy |
20,191
+298
| +1% | +$24.1K | 0.07% | 154 |
|
|
2021
Q3 | $1.63M | Sell |
19,893
-15,940
| -44% | -$1.31M | 0.08% | 142 |
|
|
2021
Q2 | $2.94M | Buy |
35,833
+16,269
| +83% | +$1.34M | 0.14% | 112 |
|
|
2021
Q1 | $1.61M | Buy |
19,564
+5,680
| +41% | +$467K | 0.09% | 142 |
|
|
2020
Q4 | $1.15M | Buy |
13,884
+2,409
| +21% | +$200K | 0.08% | 135 |
|
|
2020
Q3 | $953K | Buy |
11,475
+2,091
| +22% | +$174K | 0.08% | 125 |
|
|
2020
Q2 | $780K | Buy |
9,384
+2,716
| +41% | +$226K | 0.07% | 123 |
|
|
2020
Q1 | $548K | Sell |
6,668
-341
| -5% | -$28K | 0.06% | 142 |
|
|
2019
Q4 | $565K | Buy |
7,009
+424
| +6% | +$34.2K | 0.05% | 160 |
|
|
2019
Q3 | $532K | Sell |
6,585
-1,524
| -19% | -$123K | 0.05% | 160 |
|
|
2019
Q2 | $653K | Buy |
8,109
+2,895
| +56% | +$233K | 0.06% | 142 |
|
|
2019
Q1 | $415K | Buy |
+5,214
| New | +$415K | 0.04% | 156 |
|
|
2018
Q4 | – | Sell |
-3,383
| Closed | -$264K | – | 214 |
|
|
2018
Q3 | $264K | Buy |
+3,383
| New | +$264K | 0.03% | 188 |
|
|
2018
Q2 | – | Sell |
-546
| Closed | -$43K | – | 418 |
|
|
2018
Q1 | $43K | Buy |
546
+460
| +535% | +$36.2K | 0.01% | 330 |
|
|
2017
Q4 | $7K | Buy |
+86
| New | +$7K | ﹤0.01% | 353 |
|
|
2017
Q1 | – | Sell |
-6,366
| Closed | -$506K | – | 162 |
|
|
2016
Q4 | $506K | Buy |
+6,366
| New | +$506K | 0.1% | 88 |
|