SFA
Sequoia 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 | $199M | Sell |
2,532,898
-25,145
| -1% | -$1.98M | 1.36% | 12 |
|
|
2025
Q1 | $200M | Buy |
2,558,043
+2,234,266
| +690% | +$175M | 1.54% | 12 |
|
|
2024
Q4 | $25M | Buy |
323,777
+319,825
| +8,093% | +$24.7M | 0.24% | 91 |
|
|
2024
Q3 | $311K | Sell |
3,952
-30
| -0.8% | -$2.36K | ﹤0.01% | 949 |
|
|
2024
Q2 | $305K | Buy |
3,982
+65
| +2% | +$4.99K | ﹤0.01% | 884 |
|
|
2024
Q1 | $300K | Sell |
3,917
-1,572
| -29% | -$121K | ﹤0.01% | 857 |
|
|
2023
Q4 | $423K | Sell |
5,489
-4,259
| -44% | -$328K | 0.01% | 789 |
|
|
2023
Q3 | $733K | Sell |
9,748
-445
| -4% | -$33.5K | 0.01% | 410 |
|
|
2023
Q2 | $770K | Sell |
10,193
-1,184
| -10% | -$89.5K | 0.01% | 403 |
|
|
2023
Q1 | $870K | Buy |
11,377
+95
| +0.8% | +$7.27K | 0.02% | 338 |
|
|
2022
Q4 | $849K | Sell |
11,282
-359
| -3% | -$27K | 0.02% | 323 |
|
|
2022
Q3 | $871K | Sell |
11,641
-8,314
| -42% | -$622K | 0.03% | 227 |
|
|
2022
Q2 | $1.53M | Sell |
19,955
-1,844
| -8% | -$142K | 0.04% | 199 |
|
|
2022
Q1 | $1.7M | Buy |
21,799
+4,942
| +29% | +$385K | 0.04% | 202 |
|
|
2021
Q4 | $1.36M | Buy |
16,857
+12,551
| +291% | +$1.01M | 0.04% | 214 |
|
|
2021
Q3 | $353K | Sell |
4,306
-10,058
| -70% | -$825K | 0.04% | 186 |
|
|
2021
Q2 | $1.18M | Buy |
14,364
+896
| +7% | +$73.6K | 0.04% | 189 |
|
|
2021
Q1 | $1.11M | Hold |
13,468
| – | – | 0.05% | 181 |
|
|
2020
Q4 | $1.12M | Buy |
13,468
+6,033
| +81% | +$500K | 0.05% | 178 |
|
|
2020
Q3 | $617K | Sell |
7,435
-324
| -4% | -$26.9K | 0.03% | 201 |
|
|
2020
Q2 | $645K | Buy |
7,759
+139
| +2% | +$11.6K | 0.04% | 190 |
|
|
2020
Q1 | $626K | Sell |
7,620
-547
| -7% | -$44.9K | 0.05% | 165 |
|
|
2019
Q4 | $658K | Hold |
8,167
| – | – | 0.04% | 184 |
|
|
2019
Q3 | $660K | Hold |
8,167
| – | – | 0.05% | 165 |
|
|
2019
Q2 | $658K | Sell |
8,167
-1,050
| -11% | -$84.6K | 0.05% | 162 |
|
|
2019
Q1 | $734K | Buy |
9,217
+490
| +6% | +$39K | 0.06% | 146 |
|
|
2018
Q4 | $686K | Buy |
8,727
+2,447
| +39% | +$192K | 0.08% | 123 |
|
|
2018
Q3 | $490K | Buy |
6,280
+1,244
| +25% | +$97.1K | 0.05% | 162 |
|
|
2018
Q2 | $394K | Buy |
5,036
+921
| +22% | +$72.1K | 0.04% | 183 |
|
|
2018
Q1 | $323K | Sell |
4,115
-362
| -8% | -$28.4K | 0.03% | 223 |
|
|
2017
Q4 | $354K | Sell |
4,477
-1,494
| -25% | -$118K | 0.04% | 209 |
|
|
2017
Q3 | $477K | Buy |
+5,971
| New | +$477K | 0.06% | 154 |
|
|
2017
Q1 | – | Sell |
-12,164
| Closed | -$966K | – | 291 |
|
|
2016
Q4 | $966K | Buy |
12,164
+36
| +0.3% | +$2.86K | 0.14% | 102 |
|
|
2016
Q3 | $980K | Buy |
+12,128
| New | +$980K | 0.18% | 82 |
|