SIA
Soltis Investment Advisors’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 | $2.17M | Buy |
27,613
+1,440
| +6% | +$113K | 0.17% | 124 |
|
|
2025
Q1 | $2.05M | Buy |
26,173
+691
| +3% | +$54.1K | 0.18% | 120 |
|
|
2024
Q4 | $1.97M | Buy |
25,482
+11,003
| +76% | +$850K | 0.18% | 125 |
|
|
2024
Q3 | $1.14M | Sell |
14,479
-7,872
| -35% | -$619K | 0.11% | 145 |
|
|
2024
Q2 | $1.71M | Buy |
22,351
+5,432
| +32% | +$417K | 0.18% | 124 |
|
|
2024
Q1 | $1.3M | Buy |
16,919
+6,131
| +57% | +$470K | 0.15% | 139 |
|
|
2023
Q4 | $831K | Buy |
10,788
+2,219
| +26% | +$171K | 0.09% | 150 |
|
|
2023
Q3 | $644K | Buy |
8,569
+2,199
| +35% | +$165K | 0.08% | 157 |
|
|
2023
Q2 | $481K | Sell |
6,370
-436
| -6% | -$32.9K | 0.06% | 175 |
|
|
2023
Q1 | $521K | Sell |
6,806
-2,016
| -23% | -$154K | 0.07% | 171 |
|
|
2022
Q4 | $664K | Sell |
8,822
-4,769
| -35% | -$359K | 0.09% | 144 |
|
|
2022
Q3 | $1.02M | Buy |
13,591
+202
| +2% | +$15.1K | 0.15% | 124 |
|
|
2022
Q2 | $1.03M | Buy |
13,389
+42
| +0.3% | +$3.23K | 0.15% | 124 |
|
|
2022
Q1 | $1.04M | Sell |
13,347
-956
| -7% | -$74.5K | 0.14% | 127 |
|
|
2021
Q4 | $1.16M | Buy |
14,303
+4,052
| +40% | +$327K | 0.16% | 123 |
|
|
2021
Q3 | $840K | Sell |
10,251
-793
| -7% | -$65K | 0.13% | 128 |
|
|
2021
Q2 | $907K | Sell |
11,044
-2,001
| -15% | -$164K | 0.14% | 119 |
|
|
2021
Q1 | $1.07M | Buy |
13,045
+680
| +5% | +$55.9K | 0.2% | 98 |
|
|
2020
Q4 | $1.03M | Buy |
12,365
+695
| +6% | +$57.6K | 0.19% | 90 |
|
|
2020
Q3 | $969K | Buy |
11,670
+2,664
| +30% | +$221K | 0.23% | 81 |
|
|
2020
Q2 | $749K | Buy |
9,006
+1,513
| +20% | +$126K | 0.19% | 85 |
|
|
2020
Q1 | $616K | Sell |
7,493
-51,262
| -87% | -$4.21M | 0.19% | 64 |
|
|
2019
Q4 | $4.74M | Buy |
+58,755
| New | +$4.74M | 0.91% | 25 |
|