Nadler Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,332
| Closed | -$257K | – | 117 |
|
|
2023
Q4 | $257K | Buy |
3,332
+5
| +0.2% | +$385 | 0.03% | 88 |
|
|
2023
Q3 | $250K | Buy |
3,327
+3
| +0.1% | +$225 | 0.04% | 88 |
|
|
2023
Q2 | $251K | Buy |
3,324
+3
| +0.1% | +$227 | 0.04% | 93 |
|
|
2023
Q1 | $254K | Sell |
3,321
-66
| -2% | -$5.05K | 0.04% | 91 |
|
|
2022
Q4 | $255K | Buy |
3,387
+3
| +0.1% | +$226 | 0.04% | 89 |
|
|
2022
Q3 | $253K | Buy |
3,384
+2
| +0.1% | +$150 | 0.05% | 83 |
|
|
2022
Q2 | $260K | Buy |
3,382
+547
| +19% | +$42.1K | 0.05% | 85 |
|
|
2022
Q1 | $221K | Sell |
2,835
-1,973
| -41% | -$154K | 0.03% | 111 |
|
|
2021
Q4 | $389K | Sell |
4,808
-56
| -1% | -$4.53K | 0.06% | 81 |
|
|
2021
Q3 | $399K | Buy |
4,864
+2
| +0% | +$164 | 0.07% | 73 |
|
|
2021
Q2 | $399K | Buy |
4,862
+2
| +0% | +$164 | 0.07% | 72 |
|
|
2021
Q1 | $399K | Sell |
4,860
-98
| -2% | -$8.05K | 0.07% | 71 |
|
|
2020
Q4 | $411K | Buy |
4,958
+4
| +0.1% | +$332 | 0.08% | 69 |
|
|
2020
Q3 | $411K | Buy |
4,954
+3
| +0.1% | +$249 | 0.09% | 68 |
|
|
2020
Q2 | $412K | Buy |
4,951
+4
| +0.1% | +$333 | 0.1% | 60 |
|
|
2020
Q1 | $407K | Sell |
4,947
-379
| -7% | -$31.2K | 0.13% | 52 |
|
|
2019
Q4 | $429K | Buy |
5,326
+6
| +0.1% | +$483 | 0.11% | 55 |
|
|
2019
Q3 | $430K | Sell |
5,320
-30
| -0.6% | -$2.43K | 0.12% | 51 |
|
|
2019
Q2 | $431K | Buy |
5,350
+6
| +0.1% | +$483 | 0.12% | 54 |
|
|
2019
Q1 | $425K | Buy |
5,344
+223
| +4% | +$17.7K | 0.14% | 54 |
|
|
2018
Q4 | $402K | Sell |
5,121
-154
| -3% | -$12.1K | 0.13% | 53 |
|
|
2018
Q3 | $412K | Buy |
5,275
+135
| +3% | +$10.5K | 0.11% | 54 |
|
|
2018
Q2 | $402K | Buy |
5,140
+949
| +23% | +$74.2K | 0.11% | 55 |
|
|
2018
Q1 | $329K | Sell |
4,191
-1,020
| -20% | -$80.1K | 0.1% | 61 |
|
|
2017
Q4 | $412K | Buy |
5,211
+154
| +3% | +$12.2K | 0.13% | 56 |
|
|
2017
Q3 | $404K | Buy |
5,057
+544
| +12% | +$43.5K | 0.13% | 50 |
|
|
2017
Q2 | $360K | Buy |
4,513
+4
| +0.1% | +$319 | 0.12% | 54 |
|
|
2017
Q1 | $359K | Sell |
4,509
-72
| -2% | -$5.73K | 0.13% | 55 |
|
|
2016
Q4 | $364K | Sell |
4,581
-220
| -5% | -$17.5K | 0.14% | 58 |
|
|
2016
Q3 | $388K | Buy |
4,801
+4
| +0.1% | +$323 | 0.15% | 51 |
|
|
2016
Q2 | $389K | Buy |
4,797
+4
| +0.1% | +$324 | 0.16% | 52 |
|
|
2016
Q1 | $386K | Buy |
4,793
+83
| +2% | +$6.68K | 0.17% | 52 |
|
|
2015
Q4 | $375K | Buy |
4,710
+6
| +0.1% | +$478 | 0.17% | 50 |
|
|
2015
Q3 | $378K | Buy |
4,704
+384
| +9% | +$30.9K | 0.19% | 50 |
|
|
2015
Q2 | $346K | Buy |
4,320
+4
| +0.1% | +$320 | 0.16% | 53 |
|
|
2015
Q1 | $347K | Buy |
4,316
+828
| +24% | +$66.6K | 0.17% | 55 |
|
|
2014
Q4 | $279K | Sell |
3,488
-1,374
| -28% | -$110K | 0.14% | 57 |
|
|
2014
Q3 | $389K | Buy |
4,862
+69
| +1% | +$5.52K | 0.23% | 44 |
|
|
2014
Q2 | $385K | Sell |
4,793
-811
| -14% | -$65.1K | 0.24% | 38 |
|
|
2014
Q1 | $449K | Sell |
5,604
-264
| -4% | -$21.2K | 0.3% | 38 |
|
|
2013
Q4 | $469K | Buy |
5,868
+4
| +0.1% | +$320 | 0.3% | 38 |
|
|
2013
Q3 | $471K | Buy |
5,864
+728
| +14% | +$58.5K | 0.34% | 39 |
|
|
2013
Q2 | $411K | Buy |
+5,136
| New | +$411K | 0.29% | 44 |
|