New Capital Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $355K | Hold |
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|
2025
Q1 | $354K | Sell |
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|
2024
Q4 | $2.92M | Buy |
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|
2024
Q3 | $2.96M | Buy |
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|
2024
Q2 | $2.77M | Sell |
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|
2024
Q1 | $2.84M | Sell |
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|
2023
Q4 | $3.09M | Sell |
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|
2023
Q3 | $4.3M | Buy |
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|
2023
Q1 | $4.84M | Sell |
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|
2022
Q4 | $5.4M | Sell |
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|
2022
Q3 | $6.21M | Buy |
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|
2022
Q2 | $5.79M | Buy |
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|
2022
Q1 | $5.69M | Buy |
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|
2021
Q4 | $5.83M | Buy |
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|
2021
Q3 | $5.67M | Buy |
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|
2021
Q1 | $5.37M | Buy |
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|
2020
Q4 | $4.92M | Buy |
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|
2020
Q3 | $3.43M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $34K | Buy |
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|
2018
Q2 | $34K | Buy |
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|
2018
Q1 | $34K | Sell |
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|
2017
Q4 | $69K | Buy |
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|
2017
Q3 | $70K | Buy |
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|
2017
Q2 | $69K | Hold |
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|
2017
Q1 | $69K | Buy |
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|
2016
Q4 | $69K | Buy |
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