Southland Equity Partners’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 | $1.29M | Buy |
16,425
+288
| +2% | +$22.7K | 0.28% | 69 |
|
|
2025
Q1 | $1.26M | Buy |
16,137
+564
| +4% | +$44.1K | 0.29% | 65 |
|
|
2024
Q4 | $1.2M | Buy |
15,573
+103
| +0.7% | +$7.96K | 0.28% | 68 |
|
|
2024
Q3 | $1.22M | Sell |
15,470
-66
| -0.4% | -$5.19K | 0.3% | 63 |
|
|
2024
Q2 | $1.19M | Sell |
15,536
-214
| -1% | -$16.4K | 0.34% | 57 |
|
|
2024
Q1 | $1.21M | Buy |
15,750
+48
| +0.3% | +$3.68K | 0.34% | 52 |
|
|
2023
Q4 | $1.21M | Sell |
15,702
-610
| -4% | -$47K | 0.38% | 48 |
|
|
2023
Q3 | $1.23M | Sell |
16,312
-2,472
| -13% | -$186K | 0.42% | 43 |
|
|
2023
Q2 | $1.42M | Sell |
18,784
-490
| -3% | -$37K | 0.48% | 39 |
|
|
2023
Q1 | $1.47M | Sell |
19,274
-58
| -0.3% | -$4.44K | 0.58% | 36 |
|
|
2022
Q4 | $1.46M | Sell |
19,332
-1,018
| -5% | -$76.6K | 0.56% | 32 |
|
|
2022
Q3 | $1.52M | Sell |
20,350
-141
| -0.7% | -$10.6K | 0.75% | 30 |
|
|
2022
Q2 | $1.57M | Sell |
20,491
-184
| -0.9% | -$14.1K | 0.72% | 31 |
|
|
2022
Q1 | $1.61M | Buy |
20,675
+1,960
| +10% | +$153K | 0.67% | 28 |
|
|
2021
Q4 | $1.51M | Buy |
18,715
+509
| +3% | +$41.1K | 0.62% | 34 |
|
|
2021
Q3 | $1.49M | Sell |
18,206
-4,850
| -21% | -$397K | 0.68% | 31 |
|
|
2021
Q2 | $1.89M | Buy |
23,056
+3,745
| +19% | +$308K | 0.89% | 22 |
|
|
2021
Q1 | $1.59M | Buy |
19,311
+2,639
| +16% | +$217K | 0.9% | 26 |
|
|
2020
Q4 | $1.38M | Buy |
+16,672
| New | +$1.38M | 0.93% | 25 |
|