PP
PDS Planning’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 | $32.4M | Buy |
411,345
+21,091
| +5% | +$1.66M | 2.41% | 11 |
|
|
2025
Q1 | $30.5M | Buy |
390,254
+6,713
| +2% | +$525K | 2.58% | 11 |
|
|
2024
Q4 | $29.6M | Buy |
383,541
+20,388
| +6% | +$1.58M | 2.63% | 11 |
|
|
2024
Q3 | $28.6M | Buy |
363,153
+34,019
| +10% | +$2.68M | 2.56% | 11 |
|
|
2024
Q2 | $25.2M | Buy |
329,134
+15,675
| +5% | +$1.2M | 2.55% | 11 |
|
|
2024
Q1 | $24M | Buy |
313,459
+1,863
| +0.6% | +$143K | 2.53% | 11 |
|
|
2023
Q4 | $24M | Buy |
311,596
+65,795
| +27% | +$5.07M | 2.73% | 11 |
|
|
2023
Q3 | $18.5M | Buy |
245,801
+8,425
| +4% | +$633K | 2.39% | 11 |
|
|
2023
Q2 | $17.9M | Buy |
237,376
+12,189
| +5% | +$921K | 2.29% | 11 |
|
|
2023
Q1 | $17.2M | Buy |
225,187
+14,081
| +7% | +$1.08M | 2.37% | 13 |
|
|
2022
Q4 | $15.9M | Sell |
211,106
-15,369
| -7% | -$1.16M | 2.54% | 13 |
|
|
2022
Q3 | $16.9M | Buy |
226,475
+24,633
| +12% | +$1.84M | 3.08% | 11 |
|
|
2022
Q2 | $15.5M | Buy |
201,842
+13,797
| +7% | +$1.06M | 2.81% | 12 |
|
|
2022
Q1 | $14.6M | Buy |
188,045
+16,524
| +10% | +$1.29M | 2.58% | 14 |
|
|
2021
Q4 | $13.9M | Buy |
171,521
+27,681
| +19% | +$2.24M | 2.65% | 14 |
|
|
2021
Q3 | $11.8M | Buy |
143,840
+13,702
| +11% | +$1.12M | 2.72% | 10 |
|
|
2021
Q2 | $10.7M | Buy |
130,138
+23,394
| +22% | +$1.92M | 2.6% | 10 |
|
|
2021
Q1 | $8.77M | Buy |
106,744
+20,996
| +24% | +$1.73M | 2.55% | 11 |
|
|
2020
Q4 | $7.11M | Buy |
85,748
+19,402
| +29% | +$1.61M | 2.44% | 10 |
|
|
2020
Q3 | $5.51M | Buy |
66,346
+8,063
| +14% | +$670K | 2.24% | 13 |
|
|
2020
Q2 | $4.84M | Buy |
58,283
+37,412
| +179% | +$3.11M | 2.2% | 13 |
|
|
2020
Q1 | $1.72M | Buy |
+20,871
| New | +$1.72M | 1.09% | 27 |
|