Stephenson & 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 | $17M | Buy |
215,909
+16,321
| +8% | +$1.28M | 10.32% | 5 |
|
|
2025
Q1 | $15.6M | Buy |
199,588
+2,375
| +1% | +$186K | 10.15% | 5 |
|
|
2024
Q4 | $15.2M | Buy |
197,213
+13,392
| +7% | +$1.03M | 10.26% | 5 |
|
|
2024
Q3 | $14.5M | Buy |
183,821
+4,919
| +3% | +$387K | 9.79% | 5 |
|
|
2024
Q2 | $13.7M | Buy |
178,902
+6,790
| +4% | +$521K | 10.17% | 5 |
|
|
2024
Q1 | $13.2M | Buy |
172,112
+20,612
| +14% | +$1.58M | 9.65% | 5 |
|
|
2023
Q4 | $11.7M | Buy |
+151,500
| New | +$11.7M | 9.78% | 5 |
|