Montecito Bank & Trust’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
Q1 | $1.3M | Sell |
16,647
-32
| -0.2% | -$2.51K | 0.23% | 97 |
|
|
2024
Q4 | $1.29M | Sell |
16,679
-725
| -4% | -$56K | 0.22% | 101 |
|
|
2024
Q3 | $1.37M | Buy |
+17,404
| New | +$1.37M | 0.23% | 99 |
|
|
2017
Q1 | – | Sell |
-2,725
| Closed | -$217K | – | 207 |
|
|
2016
Q4 | $217K | Buy |
+2,725
| New | +$217K | 0.08% | 167 |
|
|
2014
Q2 | – | Sell |
-2,580
| Closed | -$207K | – | 147 |
|
|
2014
Q1 | $207K | Sell |
2,580
-2,737
| -51% | -$220K | 0.13% | 131 |
|
|
2013
Q4 | $425K | Buy |
+5,317
| New | +$425K | 0.27% | 80 |
|