Rockbridge Investment Management’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 | $4.19M | Sell |
53,283
-1,249
| -2% | -$98.3K | 0.45% | 27 |
|
|
2025
Q1 | $4.27M | Buy |
54,532
+35
| +0.1% | +$2.74K | 0.51% | 27 |
|
|
2024
Q4 | $4.21M | Buy |
54,497
+65
| +0.1% | +$5.02K | 0.54% | 27 |
|
|
2024
Q3 | $4.28M | Buy |
54,432
+250
| +0.5% | +$19.7K | 0.55% | 26 |
|
|
2024
Q2 | $4.16M | Buy |
54,182
+3,750
| +7% | +$288K | 0.59% | 25 |
|
|
2024
Q1 | $3.87M | Sell |
50,432
-6,524
| -11% | -$500K | 0.57% | 26 |
|
|
2023
Q4 | $4.39M | Buy |
56,956
+6,698
| +13% | +$516K | 0.67% | 24 |
|
|
2023
Q3 | $3.78M | Buy |
50,258
+1,170
| +2% | +$87.9K | 0.67% | 26 |
|
|
2023
Q2 | $3.71M | Buy |
49,088
+90
| +0.2% | +$6.8K | 0.65% | 25 |
|
|
2023
Q1 | $3.75M | Buy |
48,998
+7,959
| +19% | +$609K | 0.69% | 24 |
|
|
2022
Q4 | $3.09M | Sell |
41,039
-5,218
| -11% | -$393K | 0.63% | 27 |
|
|
2022
Q3 | $3.46M | Buy |
46,257
+2,165
| +5% | +$162K | 0.82% | 23 |
|
|
2022
Q2 | $3.39M | Sell |
44,092
-13,369
| -23% | -$1.03M | 0.74% | 26 |
|
|
2022
Q1 | $4.46M | Sell |
57,461
-6,128
| -10% | -$476K | 0.69% | 28 |
|
|
2021
Q4 | $5.14M | Buy |
63,589
+14,962
| +31% | +$1.21M | 0.76% | 27 |
|
|
2021
Q3 | $3.98M | Buy |
48,627
+140
| +0.3% | +$11.5K | 0.66% | 30 |
|
|
2021
Q2 | $3.98M | Buy |
48,487
+8,499
| +21% | +$698K | 0.68% | 30 |
|
|
2021
Q1 | $3.29M | Buy |
39,988
+24,548
| +159% | +$2.02M | 0.62% | 29 |
|
|
2020
Q4 | $1.28M | Buy |
15,440
+191
| +1% | +$15.8K | 0.26% | 51 |
|
|
2020
Q3 | $1.27M | Sell |
15,249
-190
| -1% | -$15.8K | 0.3% | 46 |
|
|
2020
Q2 | $1.28M | Buy |
+15,439
| New | +$1.28M | 0.33% | 45 |
|