Steel Grove Capital 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
Q1 | – | Sell |
-3,254
| Closed | -$251K | – | 169 |
|
|
2024
Q4 | $251K | Sell |
3,254
-1,130
| -26% | -$87.3K | 0.03% | 157 |
|
|
2024
Q3 | $346K | Sell |
4,384
-137
| -3% | -$10.8K | 0.05% | 132 |
|
|
2024
Q2 | $347K | Sell |
4,521
-227
| -5% | -$17.4K | 0.05% | 134 |
|
|
2024
Q1 | $364K | Sell |
4,748
-655
| -12% | -$50.2K | 0.05% | 144 |
|
|
2023
Q4 | $416K | Sell |
5,403
-1,733
| -24% | -$133K | 0.06% | 117 |
|
|
2023
Q3 | $536K | Sell |
7,136
-4,798
| -40% | -$361K | 0.07% | 107 |
|
|
2023
Q2 | $902K | Sell |
11,934
-1,259
| -10% | -$95.1K | 0.11% | 91 |
|
|
2023
Q1 | $1.01M | Sell |
13,193
-1,580
| -11% | -$121K | 0.13% | 90 |
|
|
2022
Q4 | $1.11M | Sell |
14,773
-8,040
| -35% | -$605K | 0.16% | 79 |
|
|
2022
Q3 | $1.71M | Buy |
22,813
+3,698
| +19% | +$277K | 0.3% | 46 |
|
|
2022
Q2 | $1.47M | Sell |
19,115
-865
| -4% | -$66.4K | 0.27% | 64 |
|
|
2022
Q1 | $1.56M | Buy |
19,980
+12,241
| +158% | +$953K | 0.24% | 66 |
|
|
2021
Q4 | $626K | Sell |
7,739
-3,463
| -31% | -$280K | 0.12% | 76 |
|
|
2021
Q3 | $918K | Buy |
11,202
+1,501
| +15% | +$123K | 0.21% | 66 |
|
|
2021
Q2 | $797K | Buy |
9,701
+3,470
| +56% | +$285K | 0.22% | 77 |
|
|
2021
Q1 | $512K | Buy |
6,231
+1,072
| +21% | +$88.1K | 0.17% | 86 |
|
|
2020
Q4 | $428K | Sell |
5,159
-21
| -0.4% | -$1.74K | 0.14% | 94 |
|
|
2020
Q3 | $430K | Buy |
5,180
+2,281
| +79% | +$189K | 0.18% | 81 |
|
|
2020
Q2 | $241K | Buy |
+2,899
| New | +$241K | 0.11% | 101 |
|