SRH Advisors’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 | $630K | Hold |
8,000
| – | – | 0.19% | 25 |
|
|
2025
Q1 | $626K | Sell |
8,000
-2,000
| -20% | -$157K | 0.19% | 25 |
|
|
2024
Q4 | $773K | Hold |
10,000
| – | – | 0.23% | 28 |
|
|
2024
Q3 | $787K | Hold |
10,000
| – | – | 0.24% | 26 |
|
|
2024
Q2 | $767K | Sell |
10,000
-1,501
| -13% | -$115K | 0.26% | 26 |
|
|
2024
Q1 | $882K | Hold |
11,501
| – | – | 0.28% | 27 |
|
|
2023
Q4 | $886K | Sell |
11,501
-407
| -3% | -$31.3K | 0.31% | 24 |
|
|
2023
Q3 | $895K | Hold |
11,908
| – | – | 0.44% | 23 |
|
|
2023
Q2 | $911K | Hold |
11,908
| – | – | 0.49% | 25 |
|
|
2023
Q1 | $911K | Hold |
11,908
| – | – | 0.49% | 25 |
|
|
2022
Q4 | $896K | Sell |
11,908
-672
| -5% | -$50.6K | 0.5% | 24 |
|
|
2022
Q3 | $941K | Sell |
12,580
-1,200
| -9% | -$89.8K | 1.22% | 22 |
|
|
2022
Q2 | $1.06M | Sell |
13,780
-322
| -2% | -$24.7K | 1.3% | 19 |
|
|
2022
Q1 | $1.1M | Buy |
14,102
+700
| +5% | +$54.6K | 1.22% | 22 |
|
|
2021
Q4 | $1.08M | Sell |
13,402
-1,215
| -8% | -$98.2K | 1.23% | 22 |
|
|
2021
Q3 | $1.2M | Hold |
14,617
| – | – | 1.46% | 21 |
|
|
2021
Q2 | $1.2M | Buy |
14,617
+7,100
| +94% | +$583K | 1.5% | 19 |
|
|
2021
Q1 | $618K | Buy |
7,517
+5,153
| +218% | +$424K | 0.88% | 25 |
|
|
2020
Q4 | $196K | Hold |
2,364
| – | – | 0.32% | 47 |
|
|
2020
Q3 | $196K | Hold |
2,364
| – | – | 0.38% | 43 |
|
|
2020
Q2 | $197K | Hold |
2,364
| – | – | 0.49% | 39 |
|
|
2020
Q1 | $194K | Hold |
2,364
| – | – | 0.54% | 36 |
|
|
2019
Q4 | $191K | Hold |
2,364
| – | – | 0.61% | 37 |
|
|
2019
Q3 | $191K | Hold |
2,364
| – | – | 0.64% | 37 |
|
|
2019
Q2 | $190K | Hold |
2,364
| – | – | 0.65% | 38 |
|
|
2019
Q1 | $188K | Sell |
2,364
-800
| -25% | -$63.6K | 0.67% | 38 |
|
|
2018
Q4 | $249K | Sell |
3,164
-1,107
| -26% | -$87.1K | 0.95% | 22 |
|
|
2018
Q3 | $333K | Sell |
4,271
-470
| -10% | -$36.6K | 1.14% | 17 |
|
|
2018
Q2 | $371K | Sell |
4,741
-5
| -0.1% | -$391 | 1.39% | 15 |
|
|
2018
Q1 | $372K | Hold |
4,746
| – | – | 1.48% | 15 |
|
|
2017
Q4 | $375K | Hold |
4,746
| – | – | 1.48% | 15 |
|
|
2017
Q3 | $379K | Buy |
4,746
+452
| +11% | +$36.1K | 1.61% | 14 |
|
|
2017
Q2 | $343K | Buy |
4,294
+115
| +3% | +$9.19K | 1.63% | 15 |
|
|
2017
Q1 | $333K | Sell |
4,179
-150
| -3% | -$12K | 1.55% | 15 |
|
|
2016
Q4 | $344K | Hold |
4,329
| – | – | 1.71% | 15 |
|
|
2016
Q3 | $350K | Buy |
4,329
+185
| +4% | +$15K | 1.83% | 15 |
|
|
2016
Q2 | $336K | Buy |
4,144
+609
| +17% | +$49.4K | 1.79% | 14 |
|
|
2016
Q1 | $285K | Buy |
3,535
+445
| +14% | +$35.9K | 1.57% | 14 |
|
|
2015
Q4 | $246K | Buy |
3,090
+100
| +3% | +$7.96K | 1.45% | 16 |
|
|
2015
Q3 | $240K | Buy |
2,990
+560
| +23% | +$45K | 1.41% | 15 |
|
|
2015
Q2 | $195K | Hold |
2,430
| – | – | 1.23% | 17 |
|
|
2015
Q1 | $196K | Hold |
2,430
| – | – | 1.3% | 15 |
|
|
2014
Q4 | $194K | Hold |
2,430
| – | – | 1.32% | 15 |
|
|
2014
Q3 | $195K | Hold |
2,430
| – | – | 1.5% | 15 |
|
|
2014
Q2 | $195K | Hold |
2,430
| – | – | 1.54% | 17 |
|
|
2014
Q1 | $195K | Sell |
2,430
-1,800
| -43% | -$144K | 1.56% | 15 |
|
|
2013
Q4 | $338K | Buy |
+4,230
| New | +$338K | 3.33% | 8 |
|