Novak & Powell Financial Services’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 | $210K | Sell |
2,669
-16,747
| -86% | -$1.32M | 0.15% | 136 |
|
|
2025
Q1 | $1.52M | Sell |
19,416
-1,430
| -7% | -$112K | 0.95% | 26 |
|
|
2024
Q4 | $1.61M | Sell |
20,846
-866
| -4% | -$66.9K | 0.96% | 24 |
|
|
2024
Q3 | $1.71M | Sell |
21,712
-454
| -2% | -$35.7K | 0.99% | 26 |
|
|
2024
Q2 | $1.7M | Sell |
22,166
-18,738
| -46% | -$1.44M | 1.06% | 22 |
|
|
2024
Q1 | $301K | Sell |
40,904
-5,002
| -11% | -$36.8K | 0.23% | 99 |
|
|
2023
Q4 | $3.54M | Buy |
+45,906
| New | +$3.54M | 2.36% | 8 |
|