SHFA
SC&H Financial Advisors’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 | $1.97M | Sell |
25,027
-457
| -2% | -$36K | 0.34% | 40 |
|
|
2025
Q1 | $1.99M | Buy |
25,484
+678
| +3% | +$53.1K | 0.39% | 36 |
|
|
2024
Q4 | $1.92M | Buy |
24,806
+549
| +2% | +$42.4K | 0.4% | 36 |
|
|
2024
Q3 | $1.91M | Buy |
24,257
+1,714
| +8% | +$135K | 0.42% | 35 |
|
|
2024
Q2 | $1.73M | Sell |
22,543
-2,546
| -10% | -$195K | 0.42% | 35 |
|
|
2024
Q1 | $1.92M | Sell |
25,089
-4,869
| -16% | -$373K | 0.5% | 32 |
|
|
2023
Q4 | $2.31M | Buy |
29,958
+10,118
| +51% | +$779K | 0.67% | 27 |
|
|
2023
Q3 | $1.49M | Buy |
19,840
+1,052
| +6% | +$79.1K | 0.5% | 35 |
|
|
2023
Q2 | $1.42M | Buy |
18,788
+1,374
| +8% | +$104K | 0.47% | 36 |
|
|
2023
Q1 | $1.33M | Buy |
17,414
+3,621
| +26% | +$277K | 0.49% | 38 |
|
|
2022
Q4 | $1.04M | Buy |
13,793
+3,067
| +29% | +$231K | 0.43% | 53 |
|
|
2022
Q3 | $803K | Buy |
10,726
+3,351
| +45% | +$251K | 0.4% | 51 |
|
|
2022
Q2 | $566K | Buy |
7,375
+400
| +6% | +$30.7K | 0.26% | 77 |
|
|
2022
Q1 | $543K | Buy |
6,975
+209
| +3% | +$16.3K | 0.26% | 81 |
|
|
2021
Q4 | $547K | Buy |
+6,766
| New | +$547K | 0.3% | 79 |
|