Running Point Capital Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$349K Hold
2025
Q2
$348K Buy
2025
Q1
$338K Buy
2024
Q4
$299K Hold
2024
Q3
$305K Buy
2024
Q2
$255K Buy
2024
Q1
$211K Buy
2023
Q4
$211K Sell
2023
Q3
$264K Buy
2023
Q2
$253K Buy
2023
Q1
$247K Hold
2022
Q4
$243K Sell
2022
Q3
$245K Buy
2022
Q2
$236K Sell
2022
Q1
$476K Buy
2021
Q4
$356K Buy
2021
Q3
$249K Sell
2021
Q2
$278K Buy
2021
Q1
$278K Buy
2020
Q4
$137K Buy