SC
Stephens Consulting’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
17,025
+4,163
| +32% | +$328K | 0.32% | 35 |
|
|
2025
Q1 | $1.01M | Buy |
12,862
+4,031
| +46% | +$316K | 0.25% | 39 |
|
|
2024
Q4 | $682K | Buy |
8,831
+1,584
| +22% | +$122K | 0.17% | 46 |
|
|
2024
Q3 | $570K | Buy |
7,247
+3,294
| +83% | +$259K | 0.15% | 50 |
|
|
2024
Q2 | $303K | Buy |
3,953
+2,959
| +298% | +$227K | 0.09% | 70 |
|
|
2024
Q1 | $76.2K | Sell |
994
-52
| -5% | -$3.99K | 0.02% | 141 |
|
|
2023
Q4 | $80.5K | Sell |
1,046
-49,704
| -98% | -$3.83M | 0.03% | 131 |
|
|
2023
Q3 | $3.81M | Sell |
50,750
-36,946
| -42% | -$2.78M | 1.55% | 13 |
|
|
2023
Q2 | $6.63M | Buy |
87,696
+48,571
| +124% | +$3.67M | 2.63% | 8 |
|
|
2023
Q1 | $2.99M | Buy |
39,125
+7,985
| +26% | +$611K | 1.8% | 11 |
|
|
2022
Q4 | $2.34M | Buy |
31,140
+28,682
| +1,167% | +$2.16M | 1.56% | 12 |
|
|
2022
Q3 | $184K | Buy |
2,458
+1,470
| +149% | +$110K | 0.17% | 73 |
|
|
2022
Q2 | $75.9K | Buy |
+988
| New | +$75.9K | 0.06% | 129 |
|
|
2022
Q1 | – | Sell |
-271
| Closed | -$21.9K | – | 568 |
|
|
2021
Q4 | $21.9K | Buy |
+271
| New | +$21.9K | 0.02% | 278 |
|