PHAM
Palisades Hudson Asset 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 | $1.12M | Buy |
+14,284
| New | +$1.12M | 0.44% | 33 |
|
|
2025
Q1 | – | Sell |
-6,206
| Closed | -$480K | – | 102 |
|
|
2024
Q4 | $480K | Buy |
6,206
+54
| +0.9% | +$4.18K | 0.2% | 58 |
|
|
2024
Q3 | $484K | Buy |
6,152
+39
| +0.6% | +$3.07K | 0.2% | 60 |
|
|
2024
Q2 | $469K | Buy |
6,113
+36
| +0.6% | +$2.76K | 0.22% | 58 |
|
|
2024
Q1 | $466K | Buy |
6,077
+376
| +7% | +$28.8K | 0.21% | 59 |
|
|
2023
Q4 | $439K | Buy |
5,701
+39
| +0.7% | +$3K | 0.21% | 58 |
|
|
2023
Q3 | $426K | Buy |
5,662
+26
| +0.5% | +$1.96K | 0.23% | 53 |
|
|
2023
Q2 | $426K | Buy |
5,636
+22
| +0.4% | +$1.66K | 0.22% | 56 |
|
|
2023
Q1 | $429K | Buy |
5,614
+13
| +0.2% | +$993 | 0.23% | 57 |
|
|
2022
Q4 | $422K | Buy |
5,601
+24
| +0.4% | +$1.81K | 0.23% | 57 |
|
|
2022
Q3 | $417K | Buy |
5,577
+15
| +0.3% | +$1.12K | 0.25% | 54 |
|
|
2022
Q2 | $427K | Buy |
5,562
+13
| +0.2% | +$998 | 0.24% | 57 |
|
|
2022
Q1 | $432K | Buy |
5,549
+55
| +1% | +$4.28K | 0.2% | 63 |
|
|
2021
Q4 | $444K | Buy |
5,494
+29
| +0.5% | +$2.34K | 0.19% | 65 |
|
|
2021
Q3 | $448K | Buy |
5,465
+10
| +0.2% | +$820 | 0.2% | 59 |
|
|
2021
Q2 | $448K | Buy |
5,455
+2,318
| +74% | +$190K | 0.2% | 60 |
|
|
2021
Q1 | $258K | Buy |
3,137
+5
| +0.2% | +$411 | 0.12% | 93 |
|
|
2020
Q4 | $260K | Buy |
3,132
+12
| +0.4% | +$996 | 0.13% | 86 |
|
|
2020
Q3 | $259K | Buy |
3,120
+3
| +0.1% | +$249 | 0.17% | 78 |
|
|
2020
Q2 | $259K | Buy |
3,117
+11
| +0.4% | +$914 | 0.18% | 72 |
|
|
2020
Q1 | $255K | Buy |
3,106
+8
| +0.3% | +$657 | 0.22% | 69 |
|
|
2019
Q4 | $250K | Buy |
3,098
+17
| +0.6% | +$1.37K | 0.16% | 86 |
|
|
2019
Q3 | $249K | Buy |
3,081
+12
| +0.4% | +$970 | 0.17% | 81 |
|
|
2019
Q2 | $247K | Buy |
3,069
+14
| +0.5% | +$1.13K | 0.17% | 81 |
|
|
2019
Q1 | $243K | Buy |
3,055
+152
| +5% | +$12.1K | 0.16% | 83 |
|
|
2018
Q4 | $228K | Buy |
+2,903
| New | +$228K | 0.13% | 101 |
|