Perennial Investment 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
Q2 | $383K | Sell |
4,871
-60
| -1% | -$4.72K | 0.04% | 294 |
|
|
2025
Q1 | $386K | Buy |
4,931
+1
| +0% | +$78 | 0.04% | 271 |
|
|
2024
Q4 | $381K | Buy |
4,930
+55
| +1% | +$4.25K | 0.04% | 260 |
|
|
2024
Q3 | $384K | Buy |
4,875
+310
| +7% | +$24.4K | 0.05% | 250 |
|
|
2024
Q2 | $350K | Buy |
4,565
+2
| +0% | +$153 | 0.05% | 254 |
|
|
2024
Q1 | $350K | Sell |
4,563
-71
| -2% | -$5.44K | 0.05% | 232 |
|
|
2023
Q4 | $357K | Sell |
4,634
-423
| -8% | -$32.6K | 0.06% | 210 |
|
|
2023
Q3 | $380K | Buy |
5,057
+106
| +2% | +$7.97K | 0.07% | 196 |
|
|
2023
Q2 | $374K | Sell |
4,951
-1,899
| -28% | -$143K | 0.07% | 206 |
|
|
2023
Q1 | $524K | Sell |
6,850
-624
| -8% | -$47.7K | 0.1% | 169 |
|
|
2022
Q4 | $563K | Buy |
7,474
+2,397
| +47% | +$180K | 0.23% | 90 |
|
|
2022
Q3 | $380K | Buy |
+5,077
| New | +$380K | 0.17% | 111 |
|