Moseley Investment Management’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 | $258K | Sell |
3,277
-94
| -3% | -$7.4K | 0.09% | 138 |
|
|
2025
Q1 | $264K | Sell |
3,371
-38
| -1% | -$2.98K | 0.1% | 124 |
|
|
2024
Q4 | $263K | Sell |
3,409
-537
| -14% | -$41.5K | 0.1% | 127 |
|
|
2024
Q3 | $311K | Sell |
3,946
-117
| -3% | -$9.21K | 0.12% | 115 |
|
|
2024
Q2 | $312K | Sell |
4,063
-129
| -3% | -$9.9K | 0.14% | 109 |
|
|
2024
Q1 | $321K | Buy |
4,192
+143
| +4% | +$11K | 0.16% | 107 |
|
|
2023
Q4 | $312K | Sell |
4,049
-1,687
| -29% | -$130K | 0.17% | 108 |
|
|
2023
Q3 | $431K | Sell |
5,736
-27,839
| -83% | -$2.09M | 0.26% | 88 |
|
|
2023
Q2 | $2.54M | Buy |
33,575
+2,901
| +9% | +$219K | 1.48% | 17 |
|
|
2023
Q1 | $2.35M | Buy |
30,674
+3,453
| +13% | +$264K | 1.52% | 18 |
|
|
2022
Q4 | $2.05M | Buy |
27,221
+595
| +2% | +$44.8K | 1.47% | 21 |
|
|
2022
Q3 | $1.99M | Buy |
26,626
+4,106
| +18% | +$307K | 1.46% | 18 |
|
|
2022
Q2 | $1.73M | Sell |
22,520
-13,526
| -38% | -$1.04M | 1.21% | 21 |
|
|
2022
Q1 | $2.81M | Sell |
36,046
-8,026
| -18% | -$625K | 1.52% | 13 |
|
|
2021
Q4 | $3.56M | Buy |
44,072
+1,756
| +4% | +$142K | 1.62% | 12 |
|
|
2021
Q3 | $3.47M | Buy |
42,316
+1,547
| +4% | +$127K | 1.73% | 9 |
|
|
2021
Q2 | $3.35M | Buy |
40,769
+1,626
| +4% | +$134K | 1.65% | 9 |
|
|
2021
Q1 | $3.22M | Buy |
39,143
+3,453
| +10% | +$284K | 1.78% | 9 |
|
|
2020
Q4 | $2.96M | Buy |
35,690
+21,244
| +147% | +$1.76M | 1.72% | 8 |
|
|
2020
Q3 | $1.2M | Buy |
14,446
+4,774
| +49% | +$397K | 0.85% | 31 |
|
|
2020
Q2 | $804K | Buy |
9,672
+765
| +9% | +$63.6K | 0.67% | 42 |
|
|
2020
Q1 | $732K | Buy |
8,907
+630
| +8% | +$51.8K | 0.86% | 37 |
|
|
2019
Q4 | $667K | Buy |
+8,277
| New | +$667K | 0.66% | 51 |
|