SFMG
Sage Financial Management Group’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 | $21.3M | Buy |
271,146
+89,603
| +49% | +$7.05M | 7.38% | 5 |
|
|
2025
Q1 | $14.2M | Buy |
181,543
+2,078
| +1% | +$163K | 5.16% | 6 |
|
|
2024
Q4 | $13.9M | Buy |
179,465
+9,343
| +5% | +$722K | 5.14% | 6 |
|
|
2024
Q3 | $13.4M | Buy |
+170,122
| New | +$13.4M | 5.19% | 6 |
|
|
2024
Q2 | – | Sell |
-172,759
| Closed | -$13.2M | – | 16 |
|
|
2024
Q1 | $13.2M | Sell |
172,759
-92,140
| -35% | -$7.06M | 6.27% | 5 |
|
|
2023
Q4 | $20.4M | Buy |
264,899
+10,649
| +4% | +$820K | 10.95% | 2 |
|
|
2023
Q3 | $19.1M | Buy |
+254,250
| New | +$19.1M | 11.5% | 2 |
|
|
2023
Q2 | – | Sell |
-107,391
| Closed | -$8.21M | – | 10 |
|
|
2023
Q1 | $8.21M | Sell |
107,391
-18,430
| -15% | -$1.41M | 6.62% | 5 |
|
|
2022
Q4 | $9.47M | Buy |
125,821
+9
| +0% | +$678 | 6.62% | 5 |
|
|
2022
Q3 | $9.41M | Sell |
125,812
-28,331
| -18% | -$2.12M | 8.3% | 4 |
|
|
2022
Q2 | $11.8M | Sell |
154,143
-24,839
| -14% | -$1.91M | 8.28% | 4 |
|
|
2022
Q1 | $13.9M | Buy |
178,982
+2,215
| +1% | +$173K | 9.56% | 5 |
|
|
2021
Q4 | $14.3M | Buy |
+176,767
| New | +$14.3M | 9.52% | 4 |
|
|
2021
Q3 | – | Sell |
-39,191
| Closed | -$3.22M | – | 9 |
|
|
2021
Q2 | $3.22M | Buy |
39,191
+1,859
| +5% | +$153K | 2.94% | 9 |
|
|
2021
Q1 | $3.07M | Buy |
37,332
+2,095
| +6% | +$172K | 2.36% | 12 |
|
|
2020
Q4 | $2.92M | Buy |
+35,237
| New | +$2.92M | 2.29% | 12 |
|