Ritholtz Wealth Management’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 | $481K | Sell |
6,107
-530
| -8% | -$41.7K | 0.01% | 656 |
|
|
2025
Q1 | $520K | Sell |
6,637
-404
| -6% | -$31.6K | 0.02% | 578 |
|
|
2024
Q4 | $544K | Sell |
7,041
-260
| -4% | -$20.1K | 0.02% | 538 |
|
|
2024
Q3 | $575K | Sell |
7,301
-1,525
| -17% | -$120K | 0.02% | 522 |
|
|
2024
Q2 | $677K | Sell |
8,826
-695
| -7% | -$53.3K | 0.02% | 442 |
|
|
2024
Q1 | $730K | Sell |
9,521
-3,148
| -25% | -$241K | 0.03% | 438 |
|
|
2023
Q4 | $976K | Sell |
12,669
-2,040
| -14% | -$157K | 0.04% | 326 |
|
|
2023
Q3 | $1.11M | Sell |
14,709
-1,187
| -7% | -$89.2K | 0.05% | 249 |
|
|
2023
Q2 | $1.2M | Sell |
15,896
-1,918
| -11% | -$145K | 0.05% | 227 |
|
|
2023
Q1 | $1.36M | Sell |
17,814
-150,165
| -89% | -$11.5M | 0.07% | 191 |
|
|
2022
Q4 | $12.6M | Sell |
167,979
-783,033
| -82% | -$58.9M | 0.71% | 22 |
|
|
2022
Q3 | $71.2M | Sell |
951,012
-53,446
| -5% | -$4M | 3.78% | 3 |
|
|
2022
Q2 | $77.1M | Buy |
1,004,458
+77,775
| +8% | +$5.97M | 4.86% | 3 |
|
|
2022
Q1 | $72.2M | Buy |
926,683
+35,284
| +4% | +$2.75M | 4.88% | 3 |
|
|
2021
Q4 | $72.1M | Sell |
891,399
-12,705
| -1% | -$1.03M | 4.48% | 5 |
|
|
2021
Q3 | $74.1M | Buy |
904,104
+105,599
| +13% | +$8.65M | 5.14% | 4 |
|
|
2021
Q2 | $65.6M | Buy |
798,505
+45,651
| +6% | +$3.75M | 4.73% | 6 |
|
|
2021
Q1 | $61.9M | Buy |
752,854
+33,829
| +5% | +$2.78M | 5.15% | 5 |
|
|
2020
Q4 | $59.6M | Buy |
719,025
+31,793
| +5% | +$2.64M | 5.71% | 5 |
|
|
2020
Q3 | $57.1M | Buy |
687,232
+17,767
| +3% | +$1.48M | 6.41% | 4 |
|
|
2020
Q2 | $55.6M | Sell |
669,465
-8,373
| -1% | -$696K | 7.17% | 4 |
|
|
2020
Q1 | $55.7M | Sell |
677,838
-9,223
| -1% | -$758K | 8.93% | 3 |
|
|
2019
Q4 | $55.4M | Buy |
687,061
+36,357
| +6% | +$2.93M | 8.08% | 3 |
|
|
2019
Q3 | $52.6M | Buy |
650,704
+43,142
| +7% | +$3.49M | 8.54% | 3 |
|
|
2019
Q2 | $48.9M | Buy |
607,562
+57,938
| +11% | +$4.67M | 8.36% | 3 |
|
|
2019
Q1 | $43.7M | Buy |
+549,624
| New | +$43.7M | 8.01% | 3 |
|