OCM
Orion Capital Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49K | Hold |
623
| – | – | 0.02% | 245 |
|
|
2025
Q1 | $48.8K | Sell |
623
-1,597
| -72% | -$125K | 0.02% | 239 |
|
|
2024
Q4 | $172K | Sell |
2,220
-2,428
| -52% | -$188K | 0.08% | 131 |
|
|
2024
Q3 | $366K | Buy |
4,648
+1,524
| +49% | +$120K | 0.18% | 82 |
|
|
2024
Q2 | $240K | Buy |
3,124
+150
| +5% | +$11.5K | 0.13% | 102 |
|
|
2024
Q1 | $228K | Buy |
2,974
+2,518
| +552% | +$193K | 0.12% | 110 |
|
|
2023
Q4 | $35.1K | Sell |
456
-56
| -11% | -$4.31K | 0.02% | 270 |
|
|
2023
Q3 | $38.5K | Buy |
+512
| New | +$38.5K | 0.03% | 252 |
|
|
2023
Q2 | – | Sell |
-331
| Closed | -$25.3K | – | 177 |
|
|
2023
Q1 | $25.3K | Buy |
331
+208
| +169% | +$15.9K | 0.02% | 287 |
|
|
2022
Q4 | $9.26K | Sell |
123
-878
| -88% | -$66.1K | 0.01% | 303 |
|
|
2022
Q3 | $75K | Sell |
1,001
-7,537
| -88% | -$565K | 0.06% | 164 |
|
|
2022
Q2 | $656K | Sell |
8,538
-18,956
| -69% | -$1.46M | 0.51% | 44 |
|
|
2022
Q1 | $2.14M | Buy |
27,494
+1,202
| +5% | +$93.6K | 1.29% | 20 |
|
|
2021
Q4 | $2.13M | Sell |
26,292
-903
| -3% | -$73K | 1.21% | 23 |
|
|
2021
Q3 | $2.23M | Sell |
27,195
-1,306
| -5% | -$107K | 1.35% | 20 |
|
|
2021
Q2 | $2.34M | Sell |
28,501
-98
| -0.3% | -$8.05K | 1.46% | 19 |
|
|
2021
Q1 | $2.35M | Sell |
28,599
-10,750
| -27% | -$884K | 1.64% | 16 |
|
|
2020
Q4 | $3.09M | Buy |
+39,349
| New | +$3.09M | 2.28% | 10 |
|