REDW 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 | $12.6M | Buy |
159,933
+4,325
| +3% | +$340K | 5.01% | 7 |
|
|
2025
Q1 | $12.2M | Sell |
155,608
-3,305
| -2% | -$259K | 4.53% | 6 |
|
|
2024
Q4 | $12.3M | Sell |
158,913
-48,983
| -24% | -$3.78M | 4.26% | 6 |
|
|
2024
Q3 | $16.4M | Sell |
207,896
-5,374
| -3% | -$423K | 4.19% | 6 |
|
|
2024
Q2 | $16.4M | Buy |
213,270
+3,662
| +2% | +$281K | 4.29% | 5 |
|
|
2024
Q1 | $16.1M | Sell |
209,608
-14,966
| -7% | -$1.15M | 4.33% | 5 |
|
|
2023
Q4 | $17.3M | Sell |
224,574
-13,571
| -6% | -$1.05M | 4.96% | 5 |
|
|
2023
Q3 | $17.9M | Sell |
238,145
-16,409
| -6% | -$1.23M | 5.52% | 4 |
|
|
2023
Q2 | $19.2M | Buy |
254,554
+25,089
| +11% | +$1.9M | 5.76% | 4 |
|
|
2023
Q1 | $17.6M | Sell |
229,465
-10,521
| -4% | -$805K | 5.58% | 4 |
|
|
2022
Q4 | $18.1M | Buy |
239,986
+5,801
| +2% | +$437K | 6.24% | 3 |
|
|
2022
Q3 | $17.5M | Buy |
234,185
+132,364
| +130% | +$9.9M | 6.74% | 3 |
|
|
2022
Q2 | $7.82M | Buy |
101,821
+47,128
| +86% | +$3.62M | 2.87% | 10 |
|
|
2022
Q1 | $4.26M | Buy |
54,693
+23,963
| +78% | +$1.87M | 1.27% | 14 |
|
|
2021
Q4 | $2.48M | Buy |
30,730
+9
| +0% | +$727 | 0.72% | 21 |
|
|
2021
Q3 | $2.52M | Sell |
30,721
-1,386
| -4% | -$114K | 0.8% | 19 |
|
|
2021
Q2 | $2.64M | Sell |
32,107
-3,771
| -11% | -$310K | 0.83% | 19 |
|
|
2021
Q1 | $2.95M | Buy |
35,878
+262
| +0.7% | +$21.5K | 0.99% | 16 |
|
|
2020
Q4 | $2.95M | Buy |
35,616
+162
| +0.5% | +$13.4K | 1.09% | 17 |
|
|
2020
Q3 | $2.94M | Sell |
35,454
-2,964
| -8% | -$246K | 1.24% | 16 |
|
|
2020
Q2 | $3.19M | Sell |
38,418
-480
| -1% | -$39.9K | 1.58% | 13 |
|
|
2020
Q1 | $3.2M | Sell |
38,898
-3,411
| -8% | -$280K | 2.01% | 11 |
|
|
2019
Q4 | $3.41M | Sell |
42,309
-2,073
| -5% | -$167K | 1.9% | 8 |
|
|
2019
Q3 | $3.59M | Buy |
44,382
+1,882
| +4% | +$152K | 2.11% | 7 |
|
|
2019
Q2 | $3.42M | Sell |
42,500
-4,308
| -9% | -$347K | 2.05% | 7 |
|
|
2019
Q1 | $3.73M | Sell |
46,808
-5,880
| -11% | -$468K | 2.29% | 7 |
|
|
2018
Q4 | $4.14M | Sell |
52,688
-53,981
| -51% | -$4.24M | 2.85% | 7 |
|
|
2018
Q3 | $8.32M | Sell |
106,669
-339,612
| -76% | -$26.5M | 5.52% | 5 |
|
|
2018
Q2 | $34.9M | Buy |
446,281
+21,674
| +5% | +$1.7M | 25.02% | 1 |
|
|
2018
Q1 | $33.3M | Buy |
424,607
+80,601
| +23% | +$6.32M | 24.83% | 1 |
|
|
2017
Q4 | $27.2M | Buy |
344,006
+6,755
| +2% | +$534K | 21.13% | 1 |
|
|
2017
Q3 | $26.9M | Buy |
337,251
+100,532
| +42% | +$8.02M | 22.29% | 1 |
|
|
2017
Q2 | $18.9M | Buy |
236,719
+25,302
| +12% | +$2.02M | 18.49% | 2 |
|
|
2017
Q1 | $16.9M | Buy |
211,417
+33,657
| +19% | +$2.68M | 17.15% | 2 |
|
|
2016
Q4 | $14.1M | Buy |
+177,760
| New | +$14.1M | 15.96% | 2 |
|