Spire Wealth Management’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 | $4.57M | Sell |
58,031
-6,079
| -9% | -$478K | 0.16% | 118 |
|
|
2025
Q1 | $5.02M | Buy |
64,110
+10,348
| +19% | +$810K | 0.16% | 123 |
|
|
2024
Q4 | $4.15M | Sell |
53,762
-134
| -0.2% | -$10.4K | 0.13% | 144 |
|
|
2024
Q3 | $4.24M | Sell |
53,896
-1,671
| -3% | -$131K | 0.14% | 129 |
|
|
2024
Q2 | $4.26M | Buy |
55,567
+1,381
| +3% | +$106K | 0.15% | 143 |
|
|
2024
Q1 | $4.15M | Sell |
54,186
-2,480
| -4% | -$190K | 0.08% | 182 |
|
|
2023
Q4 | $4.35M | Sell |
56,666
-3,419
| -6% | -$263K | 0.14% | 159 |
|
|
2023
Q3 | $4.52M | Sell |
60,085
-362
| -0.6% | -$27.2K | 0.17% | 121 |
|
|
2023
Q2 | $4.57M | Sell |
60,447
-6,819
| -10% | -$515K | 0.17% | 116 |
|
|
2023
Q1 | $5.15M | Buy |
67,266
+3,817
| +6% | +$292K | 0.2% | 108 |
|
|
2022
Q4 | $4.78M | Sell |
63,449
-23,758
| -27% | -$1.79M | 0.27% | 88 |
|
|
2022
Q3 | $6.53M | Sell |
87,207
-30,147
| -26% | -$2.26M | 0.4% | 61 |
|
|
2022
Q2 | $9.01M | Sell |
117,354
-1,266
| -1% | -$97.2K | 0.37% | 70 |
|
|
2022
Q1 | $9.24M | Buy |
118,620
+2,198
| +2% | +$171K | 0.25% | 115 |
|
|
2021
Q4 | $9.41M | Sell |
116,422
-643
| -0.5% | -$52K | 0.21% | 126 |
|
|
2021
Q3 | $9.59M | Buy |
117,065
+8,361
| +8% | +$685K | 0.25% | 111 |
|
|
2021
Q2 | $8.93M | Sell |
108,704
-15,896
| -13% | -$1.31M | 0.24% | 116 |
|
|
2021
Q1 | $9.63M | Buy |
+124,600
| New | +$9.63M | 0.26% | 111 |
|