Ridgewood Investments’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Ridgewood Investments’s Portfolio BSV Stock Details BSV Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.51M	Buy	44,576 +3,747	+9%	+$295K	1.52%	7
2025 Q1	$3.2M	Buy	40,829 +3,087	+8%	+$242K	1.49%	7
2024 Q4	$2.92M	Buy	37,742 +20,386	+117%	+$1.58M	1.41%	8
2024 Q3	$1.37M	Buy	17,356 +1,010	+6%	+$79.5K	0.68%	35
2024 Q2	$1.25M	Sell	16,346 -1,010	-6%	-$77.5K	0.63%	40
2024 Q1	$1.33M	Buy	17,356 +1,378	+9%	+$106K	0.7%	41
2023 Q4	$1.23M	Buy	15,978 +408	+3%	+$31.4K	0.73%	36
2023 Q3	$1.17M	Hold	15,570	–	–	0.77%	37
2023 Q2	$1.18M	Buy	15,570 +332	+2%	+$25.1K	0.67%	39
2023 Q1	$1.17M	Buy	15,238 +3,201	+27%	+$245K	0.71%	33
2022 Q4	$906K	Buy	12,037 +272	+2%	+$20.5K	0.64%	42
2022 Q3	$880K	Sell	11,765 -786	-6%	-$58.8K	0.73%	36
2022 Q2	$964K	Sell	12,551 -897	-7%	-$68.9K	0.76%	36
2022 Q1	$1.05M	Buy	13,448 +139	+1%	+$10.8K	0.69%	37
2021 Q4	$1.08M	Buy	13,309 +3,044	+30%	+$246K	0.68%	44
2021 Q3	$841K	Buy	10,265 +473	+5%	+$38.8K	0.57%	58
2021 Q2	$805K	Buy	9,792 +310	+3%	+$25.5K	0.52%	67
2021 Q1	$779K	Buy	9,482 +2,853	+43%	+$234K	0.48%	72
2020 Q4	$551K	Hold	6,629	–	–	0.43%	74
2020 Q3	$551K	Buy	6,629 +871	+15%	+$72.4K	0.43%	75
2020 Q2	$479K	Buy	5,758 +109	+2%	+$9.07K	0.4%	93
2020 Q1	$464K	Sell	5,649 -577	-9%	-$47.4K	0.47%	66
2019 Q4	$502K	Buy	6,226 +241	+4%	+$19.4K	0.36%	89
2019 Q3	$484K	Sell	5,985 -139	-2%	-$11.2K	0.38%	85
2019 Q2	$493K	Buy	6,124 +153	+3%	+$12.3K	0.39%	83
2019 Q1	$475K	Buy	5,971 +196	+3%	+$15.6K	0.39%	73
2018 Q4	$451K	Hold	5,775	–	–	0.36%	79
2018 Q3	$451K	Buy	5,775 +135	+2%	+$10.5K	0.36%	79
2018 Q2	$441K	Buy	5,640 +46	+0.8%	+$3.6K	0.39%	74
2018 Q1	$439K	Sell	5,594 -300	-5%	-$23.5K	0.4%	72
2017 Q4	$466K	Buy	5,894 +228	+4%	+$18K	0.42%	73
2017 Q3	$452K	Sell	5,666 -172	-3%	-$13.7K	0.43%	69
2017 Q2	$466K	Buy	5,838 +122	+2%	+$9.74K	0.47%	57
2017 Q1	$456K	Sell	5,716 -1,127	-16%	-$89.9K	0.49%	55
2016 Q4	$543K	Buy	+6,843	New	+$543K	0.64%	43