Retirement Planning Group (Kansas)’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 | $1.51M | Sell |
19,127
-1,741
| -8% | -$137K | 0.06% | 110 |
|
|
2025
Q1 | $1.63M | Sell |
20,868
-16,357
| -44% | -$1.28M | 0.08% | 96 |
|
|
2024
Q4 | $2.88M | Sell |
37,225
-34,919
| -48% | -$2.7M | 0.14% | 62 |
|
|
2024
Q3 | $5.68M | Buy |
72,144
+66,570
| +1,194% | +$5.24M | 0.31% | 40 |
|
|
2024
Q2 | $428K | Hold |
5,574
| – | – | 0.03% | 166 |
|
|
2024
Q1 | $427K | Buy |
+5,574
| New | +$427K | 0.03% | 150 |
|
|
2023
Q2 | – | Sell |
-7,553
| Closed | -$578K | – | 162 |
|
|
2023
Q1 | $578K | Hold |
7,553
| – | – | 0.06% | 83 |
|
|
2022
Q4 | $569K | Sell |
7,553
-139
| -2% | -$10.5K | 0.06% | 82 |
|
|
2022
Q3 | $576K | Sell |
7,692
-2,284
| -23% | -$171K | 0.07% | 76 |
|
|
2022
Q2 | $766K | Sell |
9,976
-439
| -4% | -$33.7K | 0.09% | 59 |
|
|
2022
Q1 | $811K | Sell |
10,415
-249
| -2% | -$19.4K | 0.09% | 57 |
|
|
2021
Q4 | $862K | Buy |
10,664
+309
| +3% | +$25K | 0.08% | 50 |
|
|
2021
Q3 | $849K | Buy |
10,355
+252
| +2% | +$20.7K | 0.1% | 40 |
|
|
2021
Q2 | $830K | Sell |
10,103
-16
| -0.2% | -$1.31K | 0.1% | 46 |
|
|
2021
Q1 | $832K | Sell |
10,119
-23
| -0.2% | -$1.89K | 0.11% | 34 |
|
|
2020
Q4 | $841K | Hold |
10,142
| – | – | 0.12% | 33 |
|
|
2020
Q3 | $842K | Hold |
10,142
| – | – | 0.14% | 32 |
|
|
2020
Q2 | $843K | Sell |
10,142
-546
| -5% | -$45.4K | 0.15% | 33 |
|
|
2020
Q1 | $878K | Buy |
10,688
+6,081
| +132% | +$500K | 0.21% | 26 |
|
|
2019
Q4 | $371K | Sell |
4,607
-2,661
| -37% | -$214K | 0.07% | 53 |
|
|
2019
Q3 | $587K | Sell |
7,268
-513
| -7% | -$41.4K | 0.12% | 38 |
|
|
2019
Q2 | $627K | Sell |
7,781
-2,261
| -23% | -$182K | 0.14% | 36 |
|
|
2019
Q1 | $799K | Sell |
10,042
-42,319
| -81% | -$3.37M | 0.19% | 33 |
|
|
2018
Q4 | $4.11M | Sell |
52,361
-180,172
| -77% | -$14.2M | 1.1% | 18 |
|
|
2018
Q3 | $18.1M | Sell |
232,533
-1,211
| -0.5% | -$94.5K | 4.67% | 5 |
|
|
2018
Q2 | $18.3M | Sell |
233,744
-11,452
| -5% | -$896K | 4.93% | 5 |
|
|
2018
Q1 | $19.2M | Sell |
245,196
-18,011
| -7% | -$1.41M | 5.22% | 6 |
|
|
2017
Q4 | $20.8M | Sell |
263,207
-23,331
| -8% | -$1.85M | 5.68% | 5 |
|
|
2017
Q3 | $22.9M | Buy |
286,538
+12,313
| +4% | +$983K | 6.53% | 5 |
|
|
2017
Q2 | $21.9M | Sell |
274,225
-114,942
| -30% | -$9.18M | 6.58% | 5 |
|
|
2017
Q1 | $31M | Buy |
389,167
+390
| +0.1% | +$31.1K | 9.43% | 3 |
|
|
2016
Q4 | $30.9M | Sell |
388,777
-65,969
| -15% | -$5.24M | 9.88% | 2 |
|
|
2016
Q3 | $36.8M | Sell |
454,746
-682
| -0.1% | -$55.1K | 11.89% | 2 |
|
|
2016
Q2 | $36.9M | Buy |
455,428
+54,246
| +14% | +$4.4M | 12.52% | 2 |
|
|
2016
Q1 | $32.3M | Sell |
401,182
-18,336
| -4% | -$1.48M | 11.45% | 2 |
|
|
2015
Q4 | $33.4M | Sell |
419,518
-91,980
| -18% | -$7.32M | 12.33% | 2 |
|
|
2015
Q3 | $41.1M | Buy |
511,498
+27,592
| +6% | +$2.22M | 18.04% | 2 |
|
|
2015
Q2 | $38.8M | Buy |
483,906
+55,674
| +13% | +$4.46M | 15.87% | 2 |
|
|
2015
Q1 | $34.5M | Buy |
428,232
+6,523
| +2% | +$525K | 13.73% | 2 |
|
|
2014
Q4 | $33.7M | Sell |
421,709
-2,296
| -0.5% | -$184K | 10.4% | 2 |
|
|
2014
Q3 | $34M | Buy |
424,005
+12,098
| +3% | +$969K | 10.59% | 2 |
|
|
2014
Q2 | $33.1M | Buy |
411,907
+76,845
| +23% | +$6.17M | 10.02% | 2 |
|
|
2014
Q1 | $26.8M | Buy |
335,062
+147,250
| +78% | +$11.8M | 8.66% | 3 |
|
|
2013
Q4 | $15M | Sell |
187,812
-14,839
| -7% | -$1.19M | 5.34% | 5 |
|
|
2013
Q3 | $16.3M | Buy |
202,651
+45,527
| +29% | +$3.66M | 5.91% | 5 |
|
|
2013
Q2 | $12.6M | Buy |
+157,124
| New | +$12.6M | 5.18% | 5 |
|