NewEdge Wealth’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 | $22.2M | Buy |
283,046
+33,576
| +13% | +$2.64M | 0.35% | 68 |
|
|
2025
Q1 | $19.5M | Buy |
249,470
+64,962
| +35% | +$5.09M | 0.35% | 75 |
|
|
2024
Q4 | $14.3M | Buy |
184,508
+15,754
| +9% | +$1.22M | 0.25% | 99 |
|
|
2024
Q3 | $13.3M | Buy |
168,754
+5,288
| +3% | +$416K | 0.24% | 95 |
|
|
2024
Q2 | $12.5M | Buy |
163,466
+9,335
| +6% | +$716K | 0.27% | 98 |
|
|
2024
Q1 | $11.7M | Buy |
154,131
+59,228
| +62% | +$4.5M | 0.26% | 99 |
|
|
2023
Q4 | $7.31M | Buy |
+94,903
| New | +$7.31M | 0.19% | 120 |
|
|
2023
Q2 | – | Sell |
-2,905
| Closed | -$222K | – | 634 |
|
|
2023
Q1 | $222K | Buy |
+2,905
| New | +$222K | 0.01% | 564 |
|
|
2022
Q4 | – | Sell |
-7,439
| Closed | -$557K | – | 547 |
|
|
2022
Q3 | $557K | Buy |
7,439
+3,503
| +89% | +$262K | 0.03% | 343 |
|
|
2022
Q2 | $302K | Buy |
3,936
+512
| +15% | +$39.3K | 0.01% | 463 |
|
|
2022
Q1 | $267K | Buy |
3,424
+6
| +0.2% | +$468 | 0.01% | 371 |
|
|
2021
Q4 | $276K | Buy |
+3,418
| New | +$276K | 0.01% | 350 |
|