SCM
SOL Capital Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.98M | Sell |
37,830
-9,735
| -20% | -$766K | 0.29% | 95 |
|
2025
Q1 | $3.72M | Sell |
47,565
-1,150
| -2% | -$90K | 0.41% | 69 |
|
2024
Q4 | $3.76M | Sell |
48,715
-490
| -1% | -$37.9K | 0.42% | 68 |
|
2024
Q3 | $3.87M | Sell |
49,205
-1,385
| -3% | -$109K | 0.43% | 67 |
|
2024
Q2 | $3.88M | Buy |
50,590
+6,105
| +14% | +$468K | 0.47% | 61 |
|
2024
Q1 | $3.41M | Buy |
44,485
+5,665
| +15% | +$434K | 0.43% | 66 |
|
2023
Q4 | $2.99M | Buy |
38,820
+12,765
| +49% | +$983K | 0.41% | 76 |
|
2023
Q3 | $1.96M | Buy |
+26,055
| New | +$1.96M | 0.3% | 98 |
|
2022
Q4 | – | Sell |
-5,735
| Closed | -$429K | – | 277 |
|
2022
Q3 | $429K | Buy |
+5,735
| New | +$429K | 0.09% | 187 |
|