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