MFC
Morris Financial Concepts’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 | $6.32M | Buy |
80,268
+662
| +0.8% | +$52.1K | 2.51% | 10 |
|
|
2025
Q1 | $6.23M | Buy |
79,606
+3,948
| +5% | +$309K | 2.61% | 10 |
|
|
2024
Q4 | $5.85M | Buy |
75,658
+4,873
| +7% | +$377K | 2.51% | 11 |
|
|
2024
Q3 | $5.57M | Buy |
70,785
+4,506
| +7% | +$355K | 2.39% | 11 |
|
|
2024
Q2 | $5.08M | Buy |
66,279
+10,027
| +18% | +$769K | 2.43% | 11 |
|
|
2024
Q1 | $4.31M | Buy |
56,252
+17,682
| +46% | +$1.36M | 2.21% | 11 |
|
|
2023
Q4 | $2.97M | Buy |
38,570
+6,072
| +19% | +$468K | 1.7% | 13 |
|
|
2023
Q3 | $2.44M | Buy |
32,498
+20,551
| +172% | +$1.54M | 1.62% | 14 |
|
|
2023
Q2 | $903K | Buy |
11,947
+7,210
| +152% | +$545K | 0.58% | 32 |
|
|
2023
Q1 | $362K | Buy |
4,737
+1,140
| +32% | +$87.2K | 0.26% | 53 |
|
|
2022
Q4 | $271K | Buy |
3,597
+258
| +8% | +$19.4K | 0.22% | 66 |
|
|
2022
Q3 | $250K | Sell |
3,339
-67
| -2% | -$5.02K | 0.26% | 56 |
|
|
2022
Q2 | $262K | Buy |
+3,406
| New | +$262K | 0.25% | 55 |
|