OLIO Financial Planning’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 | $344K | Sell |
4,366
-3,990
| -48% | -$314K | 0.11% | 47 |
|
|
2025
Q1 | $654K | Sell |
8,356
-29,633
| -78% | -$2.32M | 0.23% | 29 |
|
|
2024
Q4 | $2.94M | Sell |
37,989
-121,497
| -76% | -$9.39M | 1.03% | 13 |
|
|
2024
Q3 | $12.3M | Buy |
159,486
+197
| +0.1% | +$15.2K | 5.17% | 5 |
|
|
2024
Q2 | $12.3M | Sell |
159,289
-197
| -0.1% | -$15.2K | 5.17% | 5 |
|
|
2024
Q1 | $12.3M | Sell |
159,486
-1,226
| -0.8% | -$94.4K | 5.17% | 5 |
|
|
2023
Q4 | $12.4M | Buy |
160,712
+14,618
| +10% | +$1.13M | 5.18% | 5 |
|
|
2023
Q3 | $11M | Buy |
146,094
+7,736
| +6% | +$582K | 5.16% | 5 |
|
|
2023
Q2 | $10.5M | Buy |
138,358
+14,168
| +11% | +$1.07M | 4.96% | 5 |
|
|
2023
Q1 | $9.5M | Buy |
124,190
+8,298
| +7% | +$635K | 4.91% | 5 |
|
|
2022
Q4 | $8.73M | Buy |
115,892
+2,738
| +2% | +$206K | 4.75% | 6 |
|
|
2022
Q3 | $8.47M | Buy |
113,154
+8,490
| +8% | +$635K | 5.03% | 8 |
|
|
2022
Q2 | $8.04M | Buy |
104,664
+13,916
| +15% | +$1.07M | 4.51% | 7 |
|
|
2022
Q1 | $7.07M | Buy |
90,748
+9,707
| +12% | +$756K | 4.04% | 8 |
|
|
2021
Q4 | $6.55M | Buy |
+81,041
| New | +$6.55M | 3.89% | 8 |
|