Plante Moran Financial 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
Q1 | – | Sell |
-39
| Closed | -$3.01K | – | 812 |
|
|
2024
Q4 | $3.01K | Buy |
+39
| New | +$3.01K | ﹤0.01% | 750 |
|
|
2024
Q3 | – | Sell |
-356
| Closed | -$27.3K | – | 878 |
|
|
2024
Q2 | $27.3K | Buy |
+356
| New | +$27.3K | ﹤0.01% | 428 |
|
|
2023
Q2 | – | Sell |
-295
| Closed | -$22.6K | – | 805 |
|
|
2023
Q1 | $22.6K | Buy |
+295
| New | +$22.6K | ﹤0.01% | 423 |
|
|
2022
Q4 | – | Sell |
-932
| Closed | -$70K | – | 875 |
|
|
2022
Q3 | $70K | Sell |
932
-128
| -12% | -$9.61K | 0.01% | 258 |
|
|
2022
Q2 | $81K | Buy |
+1,060
| New | +$81K | 0.01% | 243 |
|
|
2022
Q1 | – | Sell |
-24
| Closed | -$2K | – | 828 |
|
|
2021
Q4 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 906 |
|
|
2021
Q3 | – | Sell |
-11
| Closed | -$1K | – | 932 |
|
|
2021
Q2 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 904 |
|
|
2020
Q3 | – | Sell |
-137
| Closed | -$11K | – | 845 |
|
|
2020
Q2 | $11K | Buy |
137
+65
| +90% | +$5.22K | ﹤0.01% | 509 |
|
|
2020
Q1 | $6K | Sell |
72
-624
| -90% | -$52K | ﹤0.01% | 544 |
|
|
2019
Q4 | $56K | Sell |
696
-321
| -32% | -$25.8K | 0.02% | 304 |
|
|
2019
Q3 | $82K | Buy |
+1,017
| New | +$82K | 0.02% | 267 |
|
|
2019
Q2 | – | Sell |
-439
| Closed | -$35K | – | 776 |
|
|
2019
Q1 | $35K | Hold |
439
| – | – | 0.01% | 391 |
|
|
2018
Q4 | $34K | Buy |
+439
| New | +$34K | 0.01% | 359 |
|
|
2018
Q2 | – | Sell |
-79
| Closed | -$6K | – | 826 |
|
|
2018
Q1 | $6K | Sell |
79
-3
| -4% | -$228 | ﹤0.01% | 683 |
|
|
2017
Q4 | $6K | Sell |
82
-14,649
| -99% | -$1.07M | ﹤0.01% | 669 |
|
|
2017
Q3 | $1.18M | Buy |
+14,731
| New | +$1.18M | 0.7% | 25 |
|
|
2017
Q2 | – | Sell |
-533
| Closed | -$43K | – | 839 |
|
|
2017
Q1 | $43K | Sell |
533
-741
| -58% | -$59.8K | 0.03% | 345 |
|
|
2016
Q4 | $101K | Buy |
+1,274
| New | +$101K | 0.06% | 212 |
|
|
2016
Q1 | – | Sell |
-402
| Closed | -$32K | – | 871 |
|
|
2015
Q4 | $32K | Buy |
+402
| New | +$32K | 0.02% | 377 |
|