Partners in 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 | $35.3M | Buy |
448,864
+16,715
| +4% | +$1.32M | 6.51% | 6 |
|
|
2025
Q1 | $33.8M | Buy |
432,149
+11,916
| +3% | +$933K | 6.8% | 6 |
|
|
2024
Q4 | $32.5M | Buy |
420,233
+5,945
| +1% | +$459K | 6.62% | 6 |
|
|
2024
Q3 | $32.6M | Buy |
414,288
+19,763
| +5% | +$1.56M | 6.58% | 6 |
|
|
2024
Q2 | $30.3M | Buy |
394,525
+26,642
| +7% | +$2.04M | 6.58% | 6 |
|
|
2024
Q1 | $28.2M | Buy |
367,883
+24,599
| +7% | +$1.89M | 6.28% | 6 |
|
|
2023
Q4 | $26.4M | Buy |
343,284
+18,475
| +6% | +$1.42M | 6.21% | 6 |
|
|
2023
Q3 | $24.4M | Buy |
324,809
+27,582
| +9% | +$2.07M | 6.28% | 6 |
|
|
2023
Q2 | $22.5M | Buy |
297,227
+3,164
| +1% | +$239K | 5.72% | 6 |
|
|
2023
Q1 | $22.5M | Buy |
294,063
+10,790
| +4% | +$825K | 5.92% | 6 |
|
|
2022
Q4 | $21.4M | Buy |
283,273
+17,264
| +6% | +$1.3M | 5.91% | 6 |
|
|
2022
Q3 | $20M | Buy |
266,009
+20,971
| +9% | +$1.57M | 5.71% | 6 |
|
|
2022
Q2 | $18.6M | Buy |
245,038
+4,496
| +2% | +$342K | 5.93% | 6 |
|
|
2022
Q1 | $18.5M | Buy |
240,542
+939
| +0.4% | +$72.3K | 5.83% | 6 |
|
|
2021
Q4 | $19M | Buy |
239,603
+6,316
| +3% | +$501K | 5.82% | 6 |
|
|
2021
Q3 | $19.1M | Buy |
233,287
+10,006
| +4% | +$820K | 5.97% | 6 |
|
|
2021
Q2 | $18.3M | Buy |
+223,281
| New | +$18.3M | 5.74% | 6 |
|