Pacific Capital Wealth Advisors’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
Q1 | – | Sell |
-542
| Closed | -$41.9K | – | 124 |
|
|
2024
Q4 | $41.9K | Sell |
542
-154
| -22% | -$11.9K | 0.01% | 162 |
|
|
2024
Q3 | $54.8K | Sell |
696
-14,015
| -95% | -$1.1M | 0.01% | 149 |
|
|
2024
Q2 | $1.13M | Sell |
14,711
-617
| -4% | -$47.3K | 0.21% | 36 |
|
|
2024
Q1 | $1.18M | Sell |
15,328
-606
| -4% | -$46.5K | 0.28% | 36 |
|
|
2023
Q4 | $1.23M | Buy |
15,934
+269
| +2% | +$20.7K | 0.31% | 34 |
|
|
2023
Q3 | $1.18M | Buy |
15,665
+3
| +0% | +$226 | 0.33% | 35 |
|
|
2023
Q2 | $1.18M | Buy |
15,662
+3
| +0% | +$227 | 0.3% | 36 |
|
|
2023
Q1 | $1.2M | Sell |
15,659
-14,356
| -48% | -$1.1M | 0.31% | 41 |
|
|
2022
Q4 | $2.26M | Sell |
30,015
-3,066
| -9% | -$231K | 0.58% | 33 |
|
|
2022
Q3 | $2.48M | Sell |
33,081
-27
| -0.1% | -$2.02K | 0.67% | 29 |
|
|
2022
Q2 | $2.54M | Buy |
33,108
+5,642
| +21% | +$433K | 0.7% | 31 |
|
|
2022
Q1 | $2.14M | Buy |
27,466
+1,995
| +8% | +$155K | 0.61% | 35 |
|
|
2021
Q4 | $2.06M | Buy |
25,471
+7
| +0% | +$566 | 0.59% | 40 |
|
|
2021
Q3 | $2.09M | Buy |
+25,464
| New | +$2.09M | 0.66% | 38 |
|