PMA
Prudent Man 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 | $7.01M | Buy |
89,043
+5,510
| +7% | +$434K | 2.23% | 8 |
|
|
2025
Q1 | $6.54M | Buy |
83,533
+8,705
| +12% | +$681K | 2.37% | 6 |
|
|
2024
Q4 | $5.78M | Buy |
74,828
+11,351
| +18% | +$877K | 2.1% | 7 |
|
|
2024
Q3 | $5M | Buy |
63,477
+161
| +0.3% | +$12.7K | 1.67% | 8 |
|
|
2024
Q2 | $4.86M | Buy |
63,316
+18,986
| +43% | +$1.46M | 1.72% | 8 |
|
|
2024
Q1 | $3.4M | Sell |
44,330
-40,399
| -48% | -$3.1M | 1.27% | 10 |
|
|
2023
Q4 | $6.53M | Sell |
84,729
-5,346
| -6% | -$412K | 2.44% | 6 |
|
|
2023
Q3 | $6.77M | Sell |
90,075
-2,827
| -3% | -$213K | 2.69% | 6 |
|
|
2023
Q2 | $7.02M | Buy |
92,902
+10,700
| +13% | +$809K | 2.64% | 6 |
|
|
2023
Q1 | $6.28M | Sell |
82,202
-4,529
| -5% | -$346K | 2.45% | 6 |
|
|
2022
Q4 | $6.52M | Buy |
86,731
+1,795
| +2% | +$135K | 2.64% | 6 |
|
|
2022
Q3 | $6.36M | Sell |
84,936
-237
| -0.3% | -$17.7K | 3.01% | 5 |
|
|
2022
Q2 | $6.54M | Buy |
85,173
+5,512
| +7% | +$423K | 3.05% | 6 |
|
|
2022
Q1 | $6.21M | Buy |
79,661
+2,445
| +3% | +$190K | 2.52% | 6 |
|
|
2021
Q4 | $6.24M | Hold |
77,216
| – | – | 2.37% | 6 |
|
|
2021
Q3 | $6.33M | Sell |
77,216
-3,800
| -5% | -$311K | 2.39% | 6 |
|
|
2021
Q2 | $6.66M | Hold |
81,016
| – | – | 2.57% | 5 |
|
|
2021
Q1 | $6.66M | Sell |
81,016
-1,890
| -2% | -$155K | 2.8% | 5 |
|
|
2020
Q4 | $6.87M | Buy |
82,906
+49,170
| +146% | +$4.08M | 2.88% | 6 |
|
|
2020
Q3 | $2.8M | Buy |
+33,736
| New | +$2.8M | 1.49% | 8 |
|