Rockwood Wealth 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 | $1.23M | Sell |
15,690
-2,671
| -15% | -$210K | 0.11% | 41 |
|
|
2025
Q1 | $1.44M | Sell |
18,361
-11,622
| -39% | -$910K | 0.15% | 31 |
|
|
2024
Q4 | $2.32M | Sell |
29,983
-308,295
| -91% | -$23.8M | 0.25% | 25 |
|
|
2024
Q3 | $26.6M | Buy |
338,278
+32,013
| +10% | +$2.52M | 2.93% | 9 |
|
|
2024
Q2 | $23.5M | Buy |
306,265
+41,122
| +16% | +$3.15M | 2.86% | 8 |
|
|
2024
Q1 | $20.3M | Buy |
265,143
+56,680
| +27% | +$4.35M | 2.62% | 9 |
|
|
2023
Q4 | $16.1M | Buy |
208,463
+30,159
| +17% | +$2.32M | 2.35% | 10 |
|
|
2023
Q3 | $13.4M | Buy |
178,304
+34,422
| +24% | +$2.59M | 2.25% | 9 |
|
|
2023
Q2 | $10.9M | Buy |
143,882
+36,626
| +34% | +$2.77M | 1.87% | 12 |
|
|
2023
Q1 | $8.2M | Buy |
107,256
+22,572
| +27% | +$1.73M | 1.62% | 12 |
|
|
2022
Q4 | $6.38M | Buy |
84,684
+26,030
| +44% | +$1.96M | 1.49% | 14 |
|
|
2022
Q3 | $4.39M | Buy |
58,654
+43,940
| +299% | +$3.29M | 1.4% | 14 |
|
|
2022
Q2 | $1.13M | Sell |
14,714
-13,196
| -47% | -$1.01M | 0.53% | 15 |
|
|
2022
Q1 | $2.17M | Buy |
+27,910
| New | +$2.17M | 1.04% | 8 |
|