Silver Oak Advisory Group’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 | $15.6M | Buy |
198,275
+6,404
| +3% | +$504K | 7.56% | 3 |
|
|
2025
Q1 | $15M | Buy |
191,871
+997
| +0.5% | +$78K | 7.98% | 3 |
|
|
2024
Q4 | $14.7M | Buy |
190,874
+2,461
| +1% | +$190K | 7.8% | 3 |
|
|
2024
Q3 | $14.8M | Buy |
188,413
+3,883
| +2% | +$306K | 7.6% | 3 |
|
|
2024
Q2 | $14.2M | Buy |
184,530
+3,797
| +2% | +$291K | 7.86% | 3 |
|
|
2024
Q1 | $13.9M | Buy |
180,733
+1,094
| +0.6% | +$83.9K | 7.78% | 3 |
|
|
2023
Q4 | $13.8M | Sell |
179,639
-821
| -0.5% | -$63.2K | 8.13% | 3 |
|
|
2023
Q3 | $13.6M | Buy |
180,460
+6,536
| +4% | +$491K | 8.79% | 3 |
|
|
2023
Q2 | $13.1M | Buy |
173,924
+2,599
| +2% | +$196K | 8.59% | 3 |
|
|
2023
Q1 | $13.1M | Buy |
171,325
+1,852
| +1% | +$142K | 8.81% | 3 |
|
|
2022
Q4 | $12.8M | Buy |
169,473
+14,040
| +9% | +$1.06M | 8.99% | 3 |
|
|
2022
Q3 | $11.6M | Sell |
155,433
-2,114
| -1% | -$158K | 8.72% | 3 |
|
|
2022
Q2 | $12.1M | Sell |
157,547
-19,244
| -11% | -$1.48M | 8.57% | 3 |
|
|
2022
Q1 | $13.8M | Buy |
176,791
+14,017
| +9% | +$1.09M | 8.99% | 3 |
|
|
2021
Q4 | $13.2M | Buy |
+162,774
| New | +$13.2M | 8.33% | 3 |
|