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 |
|