Pacific Financial Group’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 | $1.78M | Buy |
22,558
+2,858
| +15% | +$225K | 1.39% | 17 |
|
|
2025
Q1 | $1.54M | Buy |
19,700
+1,653
| +9% | +$129K | 1.24% | 18 |
|
|
2024
Q4 | $1.39M | Sell |
18,047
-88
| -0.5% | -$6.8K | 1.03% | 21 |
|
|
2024
Q3 | $1.43M | Sell |
18,135
-115
| -0.6% | -$9.05K | 1.05% | 22 |
|
|
2024
Q2 | $1.4M | Buy |
18,250
+170
| +0.9% | +$13K | 0.99% | 21 |
|
|
2024
Q1 | $1.39M | Buy |
18,080
+303
| +2% | +$23.2K | 0.96% | 23 |
|
|
2023
Q4 | $1.37M | Buy |
17,777
+79
| +0.4% | +$6.09K | 1.02% | 24 |
|
|
2023
Q3 | $1.33M | Buy |
17,698
+424
| +2% | +$31.9K | 0.87% | 27 |
|
|
2023
Q2 | $1.31M | Buy |
17,274
+47
| +0.3% | +$3.55K | 0.86% | 24 |
|
|
2023
Q1 | $1.32M | Buy |
17,227
+12,241
| +246% | +$936K | 0.99% | 21 |
|
|
2022
Q4 | $375K | Buy |
4,986
+674
| +16% | +$50.7K | 0.28% | 42 |
|
|
2022
Q3 | $323K | Sell |
4,312
-1,594
| -27% | -$119K | 0.29% | 43 |
|
|
2022
Q2 | $453K | Buy |
5,906
+121
| +2% | +$9.28K | 0.34% | 43 |
|
|
2022
Q1 | $451K | Sell |
5,785
-182
| -3% | -$14.2K | 0.29% | 48 |
|
|
2021
Q4 | $480K | Buy |
5,967
+828
| +16% | +$66.6K | 0.32% | 47 |
|
|
2021
Q3 | $421K | Buy |
5,139
+237
| +5% | +$19.4K | 0.3% | 52 |
|
|
2021
Q2 | $403K | Sell |
4,902
-2,237
| -31% | -$184K | 0.28% | 54 |
|
|
2021
Q1 | $587K | Sell |
7,139
-86
| -1% | -$7.07K | 0.47% | 40 |
|
|
2020
Q4 | $599K | Sell |
7,225
-32,946
| -82% | -$2.73M | 0.53% | 39 |
|
|
2020
Q3 | $3.34M | Buy |
40,171
+7,109
| +22% | +$590K | 2.62% | 16 |
|
|
2020
Q2 | $2.72M | Sell |
33,062
-911
| -3% | -$74.9K | 2.83% | 14 |
|
|
2020
Q1 | $2.79M | Buy |
33,973
+2,199
| +7% | +$181K | 2.88% | 14 |
|
|
2019
Q4 | $2.56M | Buy |
31,774
+26,698
| +526% | +$2.15M | 0.25% | 47 |
|
|
2019
Q3 | $409K | Sell |
5,076
-290
| -5% | -$23.4K | 0.04% | 72 |
|
|
2019
Q2 | $427K | Buy |
5,366
+1,609
| +43% | +$128K | 0.05% | 68 |
|
|
2019
Q1 | $299K | Buy |
+3,757
| New | +$299K | 0.04% | 67 |
|