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SHFA
SC&H Financial Advisors’s
Vanguard Short-Term Bond ETF
BSV
Stock Holding History
SC&H Financial Advisors’s Portfolio
BSV Stock Details
BSV Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$1.88M
Buy
23,982
+101
+0.4%
+$7.95K
0.28%
48
2025
Q4
$1.88M
Sell
23,881
-1,367
-5%
-$108K
0.29%
43
2025
Q3
$1.99M
Buy
25,248
+221
+0.9%
+$17.4K
0.32%
41
2025
Q2
$1.97M
Sell
25,027
-457
-2%
-$35.7K
0.34%
40
2025
Q1
$1.99M
Buy
25,484
+678
+3%
+$52.6K
0.39%
36
2024
Q4
$1.92M
Buy
24,806
+549
+2%
+$42.6K
0.4%
36
2024
Q3
$1.91M
Buy
24,257
+1,714
+8%
+$134K
0.42%
35
2024
Q2
$1.73M
Sell
22,543
-2,546
-10%
-$194K
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%
+$766K
0.67%
27
2023
Q3
$1.49M
Buy
19,840
+1,052
+6%
+$79.3K
0.5%
35
2023
Q2
$1.42M
Buy
18,788
+1,374
+8%
+$105K
0.47%
36
2023
Q1
$1.33M
Buy
17,414
+3,621
+26%
+$274K
0.49%
38
2022
Q4
$1.04M
Buy
13,793
+3,067
+29%
+$230K
0.43%
53
2022
Q3
$803K
Buy
10,726
+3,351
+45%
+$256K
0.4%
51
2022
Q2
$566K
Buy
7,375
+400
+6%
+$30.8K
0.26%
77
2022
Q1
$543K
Buy
6,975
+209
+3%
+$16.6K
0.26%
81
2021
Q4
$547K
Buy
+6,766
New
+$550K
0.3%
79
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AF
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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