Newman Dignan & Sheerar Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,995
| Closed | -$229K | – | 188 |
|
|
2023
Q1 | $229K | Buy |
2,995
+10
| +0.3% | +$758 | 0.07% | 172 |
|
|
2022
Q4 | $225K | Buy |
2,985
+17
| +0.6% | +$1.27K | 0.07% | 172 |
|
|
2022
Q3 | $222 | Sell |
2,968
-1,137
| -28% | -$86.9K | 0.03% | 164 |
|
|
2022
Q2 | $315K | Buy |
4,105
+10
| +0.2% | +$770 | 0.11% | 142 |
|
|
2022
Q1 | $319 | Buy |
4,095
+5
| +0.1% | +$397 | 0.06% | 142 |
|
|
2021
Q4 | $331K | Sell |
4,090
-905
| -18% | -$73.6K | 0.1% | 148 |
|
|
2021
Q3 | $409K | Buy |
4,995
+8
| +0.2% | +$657 | 0.12% | 122 |
|
|
2021
Q2 | $410K | Sell |
4,987
-599
| -11% | -$49.3K | 0.14% | 120 |
|
|
2021
Q1 | $459K | Buy |
5,586
+8
| +0.1% | +$660 | 0.17% | 110 |
|
|
2020
Q4 | $462 | Buy |
5,578
+18
| +0.3% | +$1.49K | 0.07% | 100 |
|
|
2020
Q3 | $462K | Buy |
5,560
+10
| +0.2% | +$831 | 0.19% | 98 |
|
|
2020
Q2 | $462K | Buy |
5,550
+16
| +0.3% | +$1.32K | 0.2% | 95 |
|
|
2020
Q1 | $458K | Buy |
5,534
+18
| +0.3% | +$1.46K | 0.24% | 83 |
|
|
2019
Q4 | $445 | Buy |
5,516
+11
| +0.2% | +$888 | 0.05% | 107 |
|
|
2019
Q3 | $445K | Sell |
5,505
-35
| -0.6% | -$2.82K | 0.21% | 104 |
|
|
2019
Q2 | $446 | Sell |
5,540
-251
| -4% | -$20K | 0.01% | 106 |
|
|
2019
Q1 | $461K | Sell |
5,791
-3,873
| -40% | -$306K | 0.19% | 98 |
|
|
2018
Q4 | $759 | Buy |
9,664
+9
| +0.1% | +$702 | 0.06% | 67 |
|
|
2018
Q3 | $7.5M | Buy |
9,655
+48
| +0.5% | +$3.75K | 3.28% | 5 |
|
|
2018
Q2 | $751 | Buy |
9,607
+63
| +0.7% | +$4.92K | 0.05% | 68 |
|
|
2018
Q1 | $747K | Hold |
9,544
| – | – | 0.38% | 66 |
|
|
2017
Q4 | $755K | Sell |
9,544
-47
| -0.5% | -$3.73K | 0.38% | 67 |
|
|
2017
Q3 | $766K | Sell |
9,591
-1,850
| -16% | -$148K | 0.41% | 66 |
|
|
2017
Q2 | $914K | Buy |
11,441
+28
| +0.2% | +$2.24K | 0.51% | 59 |
|
|
2017
Q1 | $910 | Sell |
11,413
-427
| -4% | -$34K | 0.4% | 59 |
|
|
2016
Q4 | $941K | Sell |
11,840
-562
| -5% | -$45K | 0.57% | 53 |
|
|
2016
Q3 | $1M | Buy |
12,402
+2,156
| +21% | +$174K | 0.63% | 46 |
|
|
2016
Q2 | $831K | Buy |
+10,246
| New | +$826K | 0.52% | 55 |
|
|
2015
Q4 | – | Sell |
-3,436
| Closed | -$276K | – | 143 |
|
|
2015
Q3 | $276K | Buy |
3,436
+1
| +0% | +$80 | 0.18% | 108 |
|
|
2015
Q2 | $275K | Buy |
3,435
+2
| +0.1% | +$161 | 0.2% | 121 |
|
|
2015
Q1 | $276K | Buy |
+3,433
| New | +$276K | 0.2% | 117 |
|
Other funds holding BSV
BCMIO
AF
UCFA
Newman Dignan & Sheerar Inc's BSV Position: Q2 2023 in Review
Newman Dignan & Sheerar Inc sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2023, closing a stake of 2,995 shares — an estimated $229K sold.
Newman Dignan & Sheerar Inc first reported a position in BSV in Q1 2015 and held it in 31 quarters. The position peaked at $7.5M in Q3 2018. 1,141 funds tracked by Wall St. Rank hold BSV as of Q2 2023.
- Newman Dignan & Sheerar Inc reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2023 after selling out during the quarter.
- Newman Dignan & Sheerar Inc sold 2,995 Vanguard Short-Term Bond ETF shares in Q2 2023, an estimated $229K.
- Newman Dignan & Sheerar Inc first reported a position in Vanguard Short-Term Bond ETF in Q1 2015 and held it in 31 quarters.
- Newman Dignan & Sheerar Inc's Vanguard Short-Term Bond ETF position peaked at $7.5M in Q3 2018.
- 1,141 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2023.
Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2023, filed 2 Aug 2023.