PCA
Prosperity Capital Advisors’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 | – | Sell |
-128,216
| Closed | -$10M | – | 285 |
|
|
2025
Q1 | $10M | Buy |
128,216
+2,314
| +2% | +$181K | 0.79% | 26 |
|
|
2024
Q4 | $9.73M | Buy |
125,902
+5,004
| +4% | +$387K | 0.79% | 26 |
|
|
2024
Q3 | $9.51M | Buy |
120,898
+33,613
| +39% | +$2.65M | 0.81% | 26 |
|
|
2024
Q2 | $6.69M | Buy |
87,285
+19,570
| +29% | +$1.5M | 0.74% | 25 |
|
|
2024
Q1 | $5.19M | Sell |
67,715
-44,983
| -40% | -$3.45M | 0.61% | 30 |
|
|
2023
Q4 | $8.68M | Buy |
112,698
+20,330
| +22% | +$1.57M | 0.94% | 19 |
|
|
2023
Q3 | $6.94M | Buy |
92,368
+24,505
| +36% | +$1.84M | 0.92% | 18 |
|
|
2023
Q2 | $5.13M | Buy |
67,863
+3,035
| +5% | +$229K | 0.72% | 21 |
|
|
2023
Q1 | $4.96M | Buy |
64,828
+37,473
| +137% | +$2.87M | 0.77% | 23 |
|
|
2022
Q4 | $2.06M | Buy |
+27,355
| New | +$2.06M | 0.63% | 25 |
|