Presilium Private Wealth’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 | $35.7M | Buy |
453,153
+37,442
| +9% | +$2.95M | 7.3% | 5 |
|
2025
Q1 | $32.5M | Buy |
415,711
+55,226
| +15% | +$4.32M | 7.29% | 5 |
|
2024
Q4 | $27.9M | Buy |
360,485
+24,775
| +7% | +$1.91M | 6.41% | 6 |
|
2024
Q3 | $26.4M | Buy |
335,710
+17,333
| +5% | +$1.36M | 6.08% | 6 |
|
2024
Q2 | $24.4M | Buy |
318,377
+25,429
| +9% | +$1.95M | 6.17% | 6 |
|
2024
Q1 | $22.5M | Buy |
292,948
+28,158
| +11% | +$2.16M | 5.96% | 6 |
|
2023
Q4 | $20.4M | Sell |
264,790
-25,306
| -9% | -$1.95M | 5.81% | 6 |
|
2023
Q3 | $21.8M | Buy |
290,096
+38,774
| +15% | +$2.91M | 6.94% | 7 |
|
2023
Q2 | $19M | Buy |
251,322
+17,984
| +8% | +$1.36M | 6.51% | 6 |
|
2023
Q1 | $17.8M | Buy |
233,338
+10,070
| +5% | +$770K | 6.89% | 6 |
|
2022
Q4 | $16.8M | Buy |
+223,268
| New | +$16.8M | 7.05% | 6 |
|