Simplicity Solutions’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Simplicity Solutions’s Portfolio BSV Stock Details BSV Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$7.21M	Sell	93,593 -61,587	-40%	-$4.74M	0.2%	88
2023 Q3	$11.7M	Sell	155,180 -221,777	-59%	-$16.7M	0.37%	50
2023 Q2	$28.5M	Sell	376,957 -99,037	-21%	-$7.48M	0.78%	22
2023 Q1	$36.4M	Buy	475,994 +456,222	+2,307%	+$34.9M	0.95%	17
2022 Q4	$1.49M	Sell	19,772 -5,805	-23%	-$437K	0.2%	120
2022 Q3	$1.91M	Sell	25,577 -8,090	-24%	-$605K	0.28%	73
2022 Q2	$2.59M	Sell	33,667 -5,577	-14%	-$428K	0.34%	72
2022 Q1	$3.06M	Sell	39,244 -6,652	-14%	-$518K	0.38%	56
2021 Q4	$3.71M	Sell	45,896 -704	-2%	-$56.9K	0.41%	52
2021 Q3	$3.82M	Buy	+46,600	New	+$3.82M	0.59%	32
2021 Q2	–	Sell	-60,741	Closed	-$4.99M	–	520
2021 Q1	$4.99M	Sell	60,741 -261,842	-81%	-$21.5M	1.1%	16
2020 Q4	$26.7M	Buy	322,583 +24,441	+8%	+$2.03M	0.4%	57
2020 Q3	$24.8M	Buy	298,142 +26,522	+10%	+$2.2M	0.46%	47
2020 Q2	$22.6M	Buy	271,620 +107,836	+66%	+$8.96M	0.45%	52
2020 Q1	$13.5M	Sell	163,784 -23,500	-13%	-$1.93M	0.41%	47
2019 Q4	$15.1M	Buy	187,284 +20,087	+12%	+$1.62M	0.46%	43
2019 Q3	$13.5M	Buy	167,197 +29,472	+21%	+$2.38M	0.55%	35
2019 Q2	$11.1M	Buy	137,725 +106,096	+335%	+$8.54M	0.47%	41
2019 Q1	$2.52M	Buy	31,629 +5,667	+22%	+$451K	0.15%	127
2018 Q4	$2.04M	Buy	25,962 +9,981	+62%	+$784K	0.26%	94
2018 Q3	$1.25M	Sell	15,981 -15,788	-50%	-$1.23M	0.07%	147
2018 Q2	$2.49M	Buy	31,769 +23,184	+270%	+$1.81M	0.18%	70
2018 Q1	$673K	Sell	8,585 -2,669	-24%	-$209K	0.06%	175
2017 Q4	$890K	Buy	11,254 +4,431	+65%	+$350K	0.09%	151
2017 Q3	$545K	Sell	6,823 -6,598	-49%	-$527K	0.37%	64
2017 Q2	$1.07M	Buy	13,421 +3,888	+41%	+$311K	0.13%	139
2017 Q1	$760K	Buy	9,533 +2,377	+33%	+$190K	0.12%	184
2016 Q4	$569K	Buy	7,156 +201	+3%	+$16K	0.13%	176
2016 Q3	$562K	Buy	6,955 +597	+9%	+$48.2K	0.27%	86
2016 Q2	$515K	Buy	6,358 +518	+9%	+$42K	0.28%	106
2016 Q1	$471K	Sell	5,840 -4,547	-44%	-$367K	0.29%	112
2015 Q4	$826K	Buy	+10,387	New	+$826K	0.1%	305