NFP Retirement Inc’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 | $526K | Sell |
6,679
-506
| -7% | -$39.8K | 0.03% | 195 |
|
|
2025
Q1 | $562K | Sell |
7,185
-249
| -3% | -$19.5K | 0.04% | 172 |
|
|
2024
Q4 | $574K | Sell |
7,434
-2,345
| -24% | -$181K | 0.05% | 170 |
|
|
2024
Q3 | $770K | Buy |
9,779
+380
| +4% | +$29.9K | 0.06% | 140 |
|
|
2024
Q2 | $721K | Buy |
9,399
+204
| +2% | +$15.6K | 0.06% | 145 |
|
|
2024
Q1 | $705K | Sell |
9,195
-1,428
| -13% | -$109K | 0.06% | 146 |
|
|
2023
Q4 | $818K | Sell |
10,623
-1,706
| -14% | -$131K | 0.14% | 107 |
|
|
2023
Q3 | $927K | Sell |
12,329
-6,004
| -33% | -$451K | 0.18% | 98 |
|
|
2023
Q2 | $1.39M | Buy |
18,333
+3,404
| +23% | +$257K | 0.26% | 80 |
|
|
2023
Q1 | $1.14M | Buy |
14,929
+3,862
| +35% | +$295K | 0.23% | 88 |
|
|
2022
Q4 | $833K | Buy |
11,067
+685
| +7% | +$51.6K | 0.18% | 102 |
|
|
2022
Q3 | $777K | Buy |
10,382
+513
| +5% | +$38.4K | 0.19% | 102 |
|
|
2022
Q2 | $758K | Sell |
9,869
-6,287
| -39% | -$483K | 0.19% | 96 |
|
|
2022
Q1 | $1.26M | Buy |
+16,156
| New | +$1.26M | 0.3% | 68 |
|