Simplicity Wealth’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 | $1.54M | Buy |
19,568
+7,388
| +61% | +$581K | 0.06% | 248 |
|
|
2025
Q1 | $953K | Hold |
12,180
| – | – | 0.07% | 263 |
|
|
2024
Q4 | $941K | Sell |
12,180
-2,345
| -16% | -$181K | 0.2% | 96 |
|
|
2024
Q3 | $1.14M | Sell |
14,525
-86,463
| -86% | -$6.8M | 0.11% | 175 |
|
|
2024
Q2 | $7.75M | Buy |
100,988
+4,425
| +5% | +$339K | 0.18% | 114 |
|
|
2024
Q1 | $7.4M | Buy |
+96,563
| New | +$7.4M | 0.18% | 116 |
|
|
2023
Q3 | – | Sell |
-10,121
| Closed | -$765K | – | 95 |
|
|
2023
Q2 | $765K | Buy |
+10,121
| New | +$765K | 0.48% | 36 |
|