RFP
RCS Financial Planning’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 | $1.43M | Buy |
18,184
+382
| +2% | +$30.1K | 0.71% | 31 |
|
|
2025
Q1 | $1.39M | Buy |
17,802
+67
| +0.4% | +$5.25K | 0.74% | 30 |
|
|
2024
Q4 | $1.37M | Sell |
17,735
-5,140
| -22% | -$397K | 0.73% | 30 |
|
|
2024
Q3 | $1.8M | Buy |
22,875
+51
| +0.2% | +$4.01K | 1% | 22 |
|
|
2024
Q2 | $1.75M | Sell |
22,824
-88
| -0.4% | -$6.75K | 1.03% | 21 |
|
|
2024
Q1 | $1.76M | Sell |
22,912
-12
| -0.1% | -$920 | 1.08% | 20 |
|
|
2023
Q4 | $1.77M | Buy |
22,924
+967
| +4% | +$74.5K | 1.16% | 19 |
|
|
2023
Q3 | $1.65M | Sell |
21,957
-3,092
| -12% | -$232K | 1.26% | 18 |
|
|
2023
Q2 | $1.89M | Sell |
25,049
-569
| -2% | -$43K | 1.56% | 17 |
|
|
2023
Q1 | $1.96M | Buy |
25,618
+6,470
| +34% | +$495K | 1.74% | 14 |
|
|
2022
Q4 | $1.44M | Buy |
+19,148
| New | +$1.44M | 1.4% | 15 |
|