RDFA
Ritter Daniher Financial Advisory’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 | $120K | Hold |
1,530
| – | – | 0.03% | 116 |
|
|
2025
Q1 | $120K | Hold |
1,530
| – | – | 0.03% | 112 |
|
|
2024
Q4 | $118K | Hold |
1,530
| – | – | 0.03% | 108 |
|
|
2024
Q3 | $120K | Hold |
1,530
| – | – | 0.04% | 106 |
|
|
2024
Q2 | $117K | Hold |
1,530
| – | – | 0.04% | 105 |
|
|
2024
Q1 | $117K | Hold |
1,530
| – | – | 0.04% | 105 |
|
|
2023
Q4 | $118K | Hold |
1,530
| – | – | 0.04% | 105 |
|
|
2023
Q3 | $115K | Sell |
1,530
-46
| -3% | -$3.46K | 0.05% | 102 |
|
|
2023
Q2 | $119K | Sell |
1,576
-194
| -11% | -$14.7K | 0.05% | 94 |
|
|
2023
Q1 | $135K | Hold |
1,770
| – | – | 0.06% | 78 |
|
|
2022
Q4 | $133K | Hold |
1,770
| – | – | 0.06% | 84 |
|
|
2022
Q3 | $132K | Hold |
1,770
| – | – | 0.09% | 77 |
|
|
2022
Q2 | $136K | Hold |
1,770
| – | – | 0.1% | 73 |
|
|
2022
Q1 | $138K | Hold |
1,770
| – | – | 0.1% | 72 |
|
|
2021
Q4 | $143K | Hold |
1,770
| – | – | 0.1% | 72 |
|
|
2021
Q3 | $145K | Hold |
1,770
| – | – | 0.11% | 68 |
|
|
2021
Q2 | $145K | Buy |
1,770
+240
| +16% | +$19.7K | 0.11% | 65 |
|
|
2021
Q1 | $126K | Hold |
1,530
| – | – | 0.1% | 67 |
|
|
2020
Q4 | $127K | Buy |
+1,530
| New | +$127K | 0.11% | 63 |
|