SIA
Schechter Investment 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
Q1 | $1.01M | Buy |
12,913
+2
| +0% | +$157 | 0.08% | 237 |
|
|
2024
Q4 | $998K | Sell |
12,911
-1,264
| -9% | -$97.7K | 0.08% | 242 |
|
|
2024
Q3 | $1.12M | Sell |
14,175
-288
| -2% | -$22.7K | 0.08% | 232 |
|
|
2024
Q2 | $1.11M | Sell |
14,463
-740
| -5% | -$56.8K | 0.08% | 218 |
|
|
2024
Q1 | $1.17M | Sell |
15,203
-599
| -4% | -$45.9K | 0.09% | 213 |
|
|
2023
Q4 | $1.22M | Sell |
15,802
-844
| -5% | -$65K | 0.11% | 193 |
|
|
2023
Q3 | $1.25M | Buy |
16,646
+92
| +0.6% | +$6.92K | 0.12% | 184 |
|
|
2023
Q2 | $1.25M | Buy |
16,554
+83
| +0.5% | +$6.27K | 0.11% | 205 |
|
|
2023
Q1 | $1.26M | Sell |
16,471
-296
| -2% | -$22.6K | 0.12% | 204 |
|
|
2022
Q4 | $1.26M | Sell |
16,767
-5,427
| -24% | -$409K | 0.12% | 223 |
|
|
2022
Q3 | $1.66M | Sell |
22,194
-2,614
| -11% | -$196K | 0.16% | 136 |
|
|
2022
Q2 | $1.91M | Sell |
24,808
-4,231
| -15% | -$325K | 0.19% | 102 |
|
|
2022
Q1 | $2.26M | Sell |
29,039
-3,150
| -10% | -$245K | 0.21% | 89 |
|
|
2021
Q4 | $2.6M | Buy |
+32,189
| New | +$2.6M | 0.23% | 75 |
|