Rappaport Reiches Capital Management’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
$1.59M Hold
20,325
0.4% 28
2024
Q4
$1.57M Buy
20,325
+95
+0.5% +$7.34K 0.41% 27
2024
Q3
$1.59M Hold
20,230
0.42% 30
2024
Q2
$1.55M Hold
20,230
0.46% 29
2024
Q1
$1.55M Sell
20,230
-390
-2% -$29.9K 0.49% 29
2023
Q4
$1.59M Buy
20,620
+2,645
+15% +$204K 0.58% 22
2023
Q3
$1.35M Sell
17,975
-1,230
-6% -$92.5K 0.57% 22
2023
Q2
$1.45M Sell
19,205
-5,150
-21% -$389K 0.61% 23
2023
Q1
$1.86M Sell
24,355
-21,139
-46% -$1.62M 0.83% 18
2022
Q4
$3.42M Sell
45,494
-9,753
-18% -$734K 1.69% 11
2022
Q3
$4.13M Buy
55,247
+37,307
+208% +$2.79M 2.1% 9
2022
Q2
$1.38M Buy
+17,940
New +$1.38M 0.69% 22