Squire Investment Management Company’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 | $456K | Sell |
5,798
-6
| -0.1% | -$472 | 0.17% | 51 |
|
|
2025
Q1 | $454K | Buy |
5,804
+12
| +0.2% | +$939 | 0.19% | 50 |
|
|
2024
Q4 | $448K | Sell |
5,792
-983
| -15% | -$76K | 0.2% | 52 |
|
|
2024
Q3 | $533K | Buy |
6,775
+70
| +1% | +$5.51K | 0.25% | 46 |
|
|
2024
Q2 | $514K | Sell |
6,705
-5,356
| -44% | -$411K | 0.29% | 40 |
|
|
2024
Q1 | $925K | Buy |
12,061
+494
| +4% | +$37.9K | 0.58% | 24 |
|
|
2023
Q4 | $891K | Buy |
+11,567
| New | +$891K | 0.73% | 20 |
|