PD
Planning Directions’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 | $15.3M | Sell |
194,290
-2,351
| -1% | -$185K | 8.61% | 2 |
|
|
2025
Q1 | $15.4M | Sell |
196,641
-56,309
| -22% | -$4.41M | 6.58% | 2 |
|
|
2024
Q4 | $19.5M | Buy |
252,950
+25,754
| +11% | +$1.99M | 11.34% | 2 |
|
|
2024
Q3 | $17.9M | Sell |
227,196
-17,473
| -7% | -$1.37M | 10.65% | 2 |
|
|
2024
Q2 | $18.8M | Buy |
244,669
+8,269
| +3% | +$634K | 12.79% | 2 |
|
|
2024
Q1 | $18.1M | Sell |
236,400
-7,939
| -3% | -$609K | 12.59% | 2 |
|
|
2023
Q4 | $18.8M | Sell |
244,339
-16,191
| -6% | -$1.25M | 13.42% | 2 |
|
|
2023
Q3 | $19.6M | Sell |
260,530
-4,456
| -2% | -$335K | 14.99% | 2 |
|
|
2023
Q2 | $20M | Sell |
264,986
-569
| -0.2% | -$43K | 14.57% | 1 |
|
|
2023
Q1 | $20.3M | Buy |
265,555
+7,400
| +3% | +$566K | 15.1% | 1 |
|
|
2022
Q4 | $19.4M | Sell |
258,155
-82,367
| -24% | -$6.2M | 14.83% | 1 |
|
|
2022
Q3 | $25.5M | Sell |
340,522
-49,518
| -13% | -$3.7M | 20.58% | 1 |
|
|
2022
Q2 | $30M | Sell |
390,040
-24,056
| -6% | -$1.85M | 22.96% | 1 |
|
|
2022
Q1 | $32.3M | Sell |
414,096
-6,791
| -2% | -$529K | 22.65% | 1 |
|
|
2021
Q4 | $34M | Sell |
420,887
-1,190
| -0.3% | -$96.2K | 22.65% | 1 |
|
|
2021
Q3 | $34.6M | Sell |
422,077
-5,419
| -1% | -$444K | 25.17% | 1 |
|
|
2021
Q2 | $35.1M | Buy |
427,496
+17,340
| +4% | +$1.42M | 25.66% | 1 |
|
|
2021
Q1 | $33.7M | Buy |
410,156
+2,813
| +0.7% | +$231K | 26.52% | 1 |
|
|
2020
Q4 | $33.8M | Buy |
407,343
+13,071
| +3% | +$1.08M | 27.37% | 1 |
|
|
2020
Q3 | $32.7M | Buy |
394,272
+24,654
| +7% | +$2.05M | 28.84% | 1 |
|
|
2020
Q2 | $30.7M | Buy |
+369,618
| New | +$30.7M | 28.67% | 1 |
|
|
2020
Q1 | – | Sell |
-359,017
| Closed | -$28.9M | – | 65 |
|
|
2019
Q4 | $28.9M | Buy |
359,017
+2,861
| +0.8% | +$231K | 26.76% | 1 |
|
|
2019
Q3 | $28.8M | Buy |
356,156
+61,722
| +21% | +$4.99M | 27.6% | 1 |
|
|
2019
Q2 | $23.7M | Buy |
294,434
+99,610
| +51% | +$8.02M | 24.06% | 1 |
|
|
2019
Q1 | $15.5M | Sell |
194,824
-69,481
| -26% | -$5.53M | 18.43% | 1 |
|
|
2018
Q4 | $20.8M | Sell |
264,305
-164,048
| -38% | -$12.9M | 25.67% | 1 |
|
|
2018
Q3 | $33.4M | Sell |
428,353
-8,712
| -2% | -$680K | 31.07% | 1 |
|
|
2018
Q2 | $34.2M | Sell |
437,065
-5,589
| -1% | -$437K | 33.02% | 1 |
|
|
2018
Q1 | $34.7M | Buy |
+442,654
| New | +$34.7M | 34.02% | 1 |
|