Sandy Cove Advisors’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 | $6.35M | Buy |
80,636
+10,660
| +15% | +$839K | 2.29% | 13 |
|
|
2025
Q1 | $5.48M | Sell |
69,976
-5,005
| -7% | -$392K | 2.2% | 12 |
|
|
2024
Q4 | $5.79M | Sell |
74,981
-5,171
| -6% | -$400K | 2.28% | 12 |
|
|
2024
Q3 | $6.31M | Sell |
80,152
-12,655
| -14% | -$996K | 2.57% | 12 |
|
|
2024
Q2 | $7.12M | Sell |
92,807
-1,793
| -2% | -$138K | 3.17% | 10 |
|
|
2024
Q1 | $7.25M | Buy |
94,600
+229
| +0.2% | +$17.6K | 3.34% | 10 |
|
|
2023
Q4 | $7.27M | Buy |
94,371
+8,939
| +10% | +$688K | 3.72% | 8 |
|
|
2023
Q3 | $6.42M | Sell |
85,432
-724
| -0.8% | -$54.4K | 3.72% | 9 |
|
|
2023
Q2 | $6.51M | Sell |
86,156
-25,107
| -23% | -$1.9M | 3.71% | 9 |
|
|
2023
Q1 | $8.51M | Sell |
111,263
-2,787
| -2% | -$213K | 6.16% | 3 |
|
|
2022
Q4 | $8.59M | Sell |
114,050
-46,277
| -29% | -$3.48M | 6.92% | 4 |
|
|
2022
Q3 | $12M | Buy |
160,327
+11,796
| +8% | +$883K | 10.79% | 2 |
|
|
2022
Q2 | $11.4M | Buy |
148,531
+30,011
| +25% | +$2.3M | 10.36% | 2 |
|
|
2022
Q1 | $9.23M | Buy |
118,520
+6,369
| +6% | +$496K | 7.67% | 3 |
|
|
2021
Q4 | $9.07M | Buy |
+112,151
| New | +$9.07M | 7.63% | 2 |
|