NCM
Neumann Capital Management’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 | $4.51M | Buy |
57,250
+500
| +0.9% | +$39.4K | 1.42% | 17 |
|
|
2025
Q1 | $4.44M | Sell |
56,750
-7,879
| -12% | -$617K | 1.54% | 16 |
|
|
2024
Q4 | $4.99M | Sell |
64,629
-10,400
| -14% | -$804K | 1.66% | 14 |
|
|
2024
Q3 | $5.9M | Buy |
75,029
+4,000
| +6% | +$315K | 1.96% | 14 |
|
|
2024
Q2 | $5.45M | Buy |
71,029
+5,600
| +9% | +$430K | 1.87% | 14 |
|
|
2024
Q1 | $5.02M | Sell |
65,429
-1,700
| -3% | -$130K | 1.79% | 14 |
|
|
2023
Q4 | $5.17M | Buy |
67,129
+25,700
| +62% | +$1.98M | 2.05% | 14 |
|
|
2023
Q3 | $3.11M | Buy |
41,429
+22,500
| +119% | +$1.69M | 1.36% | 16 |
|
|
2023
Q2 | $1.43M | Hold |
18,929
| – | – | 0.59% | 43 |
|
|
2023
Q1 | $1.45M | Buy |
18,929
+4,500
| +31% | +$344K | 0.64% | 43 |
|
|
2022
Q4 | $1.09M | Buy |
14,429
+4,350
| +43% | +$327K | 0.51% | 50 |
|
|
2022
Q3 | $754K | Buy |
+10,079
| New | +$754K | 0.39% | 59 |
|