Plancorp LLC’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 | $2.69M | Buy |
34,167
+1,169
| +4% | +$92K | 0.09% | 92 |
|
|
2025
Q1 | $2.58M | Buy |
32,998
+1,253
| +4% | +$98.1K | 0.1% | 86 |
|
|
2024
Q4 | $2.45M | Buy |
31,745
+331
| +1% | +$25.6K | 0.1% | 77 |
|
|
2024
Q3 | $2.47M | Buy |
31,414
+329
| +1% | +$25.9K | 0.1% | 75 |
|
|
2024
Q2 | $2.38M | Sell |
31,085
-402
| -1% | -$30.8K | 0.1% | 74 |
|
|
2024
Q1 | $2.41M | Buy |
31,487
+467
| +2% | +$35.8K | 0.1% | 71 |
|
|
2023
Q4 | $2.39M | Buy |
31,020
+517
| +2% | +$39.8K | 0.11% | 68 |
|
|
2023
Q3 | $2.29M | Buy |
30,503
+1,581
| +5% | +$119K | 0.12% | 64 |
|
|
2023
Q2 | $2.19M | Buy |
28,922
+122
| +0.4% | +$9.22K | 0.12% | 61 |
|
|
2023
Q1 | $2.2M | Buy |
28,800
+42
| +0.1% | +$3.21K | 0.12% | 65 |
|
|
2022
Q4 | $2.16M | Sell |
28,758
-5,049
| -15% | -$380K | 0.13% | 62 |
|
|
2022
Q3 | $2.53M | Sell |
33,807
-1,683
| -5% | -$126K | 0.17% | 52 |
|
|
2022
Q2 | $2.73M | Buy |
35,490
+1,520
| +4% | +$117K | 0.17% | 48 |
|
|
2022
Q1 | $2.65M | Buy |
33,970
+100
| +0.3% | +$7.79K | 0.17% | 51 |
|
|
2021
Q4 | $2.74M | Buy |
33,870
+8,496
| +33% | +$687K | 0.17% | 50 |
|
|
2021
Q3 | $2.08M | Sell |
25,374
-267
| -1% | -$21.9K | 0.14% | 55 |
|
|
2021
Q2 | $2.11M | Sell |
25,641
-16,991
| -40% | -$1.4M | 0.17% | 52 |
|
|
2021
Q1 | $3.5M | Buy |
42,632
+711
| +2% | +$58.4K | 0.77% | 28 |
|
|
2020
Q4 | $3.48M | Buy |
41,921
+19,239
| +85% | +$1.59M | 0.86% | 25 |
|
|
2020
Q3 | $1.88M | Sell |
22,682
-4,430
| -16% | -$368K | 0.57% | 36 |
|
|
2020
Q2 | $2.25M | Buy |
27,112
+2,044
| +8% | +$170K | 0.68% | 28 |
|
|
2020
Q1 | $2.06M | Sell |
25,068
-3,736
| -13% | -$307K | 0.8% | 27 |
|
|
2019
Q4 | $2.32M | Buy |
28,804
+8,979
| +45% | +$724K | 0.71% | 35 |
|
|
2019
Q3 | $1.6M | Buy |
19,825
+50
| +0.3% | +$4.04K | 0.61% | 34 |
|
|
2019
Q2 | $1.59M | Sell |
19,775
-1,118
| -5% | -$90.1K | 0.63% | 36 |
|
|
2019
Q1 | $1.66M | Buy |
20,893
+146
| +0.7% | +$11.6K | 0.63% | 36 |
|
|
2018
Q4 | $1.63M | Sell |
20,747
-10,829
| -34% | -$851K | 0.74% | 29 |
|
|
2018
Q3 | $2.46M | Sell |
31,576
-31,208
| -50% | -$2.44M | 0.97% | 21 |
|
|
2018
Q2 | $4.91M | Sell |
62,784
-445,829
| -88% | -$34.9M | 1.96% | 10 |
|
|
2018
Q1 | $39.9M | Buy |
508,613
+348,967
| +219% | +$27.4M | 12.75% | 1 |
|
|
2017
Q4 | $12.6M | Buy |
159,646
+62,192
| +64% | +$4.92M | 4.12% | 5 |
|
|
2017
Q3 | $7.77M | Sell |
97,454
-366
| -0.4% | -$29.2K | 2.3% | 9 |
|
|
2017
Q2 | $7.81M | Buy |
97,820
+587
| +0.6% | +$46.8K | 2.32% | 7 |
|
|
2017
Q1 | $7.75M | Sell |
97,233
-2,623
| -3% | -$209K | 2.26% | 8 |
|
|
2016
Q4 | $7.93M | Buy |
+99,856
| New | +$7.93M | 2.26% | 8 |
|
|
2014
Q3 | – | Sell |
-40,320
| Closed | -$3.24M | – | 99 |
|
|
2014
Q2 | $3.24M | Buy |
+40,320
| New | +$3.24M | 2.91% | 9 |
|