Sigma Planning Corp’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
$3.56M Buy
45,268
+2,594
+6% +$204K 0.11% 197
2025
Q1
$3.34M Buy
42,674
+1,166
+3% +$91.3K 0.11% 204
2024
Q4
$3.21M Sell
41,508
-2,587
-6% -$200K 0.1% 198
2024
Q3
$3.47M Buy
44,095
+1,260
+3% +$99.2K 0.11% 192
2024
Q2
$3.29M Sell
42,835
-7,229
-14% -$554K 0.1% 195
2024
Q1
$3.84M Buy
50,064
+23,411
+88% +$1.79M 0.12% 173
2023
Q4
$2.05M Sell
26,653
-28,215
-51% -$2.17M 0.16% 125
2023
Q3
$4.12M Buy
54,868
+411
+0.8% +$30.9K 0.15% 136
2023
Q2
$4.12M Sell
54,457
-23,906
-31% -$1.81M 0.15% 136
2023
Q1
$5.99M Buy
78,363
+5,815
+8% +$445K 0.2% 109
2022
Q4
$5.46M Sell
72,548
-3,902
-5% -$294K 0.2% 118
2022
Q3
$5.72M Sell
76,450
-7,616
-9% -$570K 0.22% 99
2022
Q2
$6.46M Sell
84,066
-5,227
-6% -$401K 0.22% 89
2022
Q1
$6.96M Buy
89,293
+2,231
+3% +$174K 0.21% 92
2021
Q4
$7.04M Buy
87,062
+6,326
+8% +$511K 0.2% 97
2021
Q3
$6.62M Buy
80,736
+9,821
+14% +$805K 0.2% 101
2021
Q2
$5.83M Buy
70,915
+6,579
+10% +$540K 0.17% 125
2021
Q1
$5.29M Buy
64,336
+24,255
+61% +$1.99M 0.17% 143
2020
Q4
$3.32M Buy
40,081
+6,532
+19% +$542K 0.11% 192
2020
Q3
$2.79M Buy
33,549
+5,761
+21% +$478K 0.11% 196
2020
Q2
$2.31M Sell
27,788
-384
-1% -$31.9K 0.1% 211
2020
Q1
$2.32M Sell
28,172
-638
-2% -$52.4K 0.14% 155
2019
Q4
$2.32M Sell
28,810
-564
-2% -$45.5K 0.1% 215
2019
Q3
$2.37M Buy
29,374
+4,602
+19% +$372K 0.11% 189
2019
Q2
$2M Sell
24,772
-1,706
-6% -$137K 0.1% 211
2019
Q1
$2.11M Buy
26,478
+4,676
+21% +$372K 0.12% 192
2018
Q4
$1.71M Buy
21,802
+1,369
+7% +$108K 0.12% 173
2018
Q3
$1.59M Sell
20,433
-1,032
-5% -$80.5K 0.09% 220
2018
Q2
$1.68M Buy
21,465
+1,955
+10% +$153K 0.11% 196
2018
Q1
$1.53M Sell
19,510
-5,004
-20% -$392K 0.11% 198
2017
Q4
$1.94M Sell
24,514
-962
-4% -$76.1K 0.15% 171
2017
Q3
$2.03M Buy
25,476
+4,948
+24% +$395K 0.17% 152
2017
Q2
$1.64M Sell
20,528
-1,545
-7% -$123K 0.15% 167
2017
Q1
$1.76M Buy
22,073
+1,058
+5% +$84.4K 0.17% 152
2016
Q4
$1.67M Sell
21,015
-10,444
-33% -$830K 0.18% 133
2016
Q3
$2.54M Buy
31,459
+5,272
+20% +$426K 0.3% 70
2016
Q2
$2.12M Buy
26,187
+13,510
+107% +$1.1M 0.28% 80
2016
Q1
$1.02M Buy
12,677
+3,127
+33% +$252K 0.14% 171
2015
Q4
$760K Buy
9,550
+2,528
+36% +$201K 0.11% 224
2015
Q3
$565K Buy
7,022
+2,574
+58% +$207K 0.09% 261
2015
Q2
$357K Sell
4,448
-945
-18% -$75.8K 0.05% 433
2015
Q1
$434K Sell
5,393
-1,760
-25% -$142K 0.06% 390
2014
Q4
$572K Buy
+7,153
New +$572K 0.08% 310