Sterling Financial Planning’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 | $3.71M | Sell |
47,106
-222
| -0.5% | -$17.5K | 1.24% | 24 |
|
|
2025
Q1 | $3.7M | Sell |
47,328
-9,244
| -16% | -$724K | 1.34% | 23 |
|
|
2024
Q4 | $4.37M | Buy |
56,572
+12,661
| +29% | +$978K | 1.61% | 19 |
|
|
2024
Q3 | $3.46M | Buy |
43,911
+2,467
| +6% | +$194K | 1.27% | 24 |
|
|
2024
Q2 | $3.18M | Sell |
41,444
-1,701
| -4% | -$130K | 1.29% | 25 |
|
|
2024
Q1 | $3.31M | Buy |
43,145
+1,528
| +4% | +$117K | 1.34% | 20 |
|
|
2023
Q4 | $3.21M | Buy |
41,617
+5,789
| +16% | +$446K | 1.39% | 21 |
|
|
2023
Q3 | $2.69M | Buy |
35,828
+2,420
| +7% | +$182K | 1.38% | 23 |
|
|
2023
Q2 | $2.52M | Buy |
33,408
+3,149
| +10% | +$238K | 1.25% | 26 |
|
|
2023
Q1 | $2.31M | Buy |
30,259
+931
| +3% | +$71.2K | 1.26% | 23 |
|
|
2022
Q4 | $2.21M | Buy |
29,328
+14,729
| +101% | +$1.11M | 1.32% | 23 |
|
|
2022
Q3 | $1.09M | Buy |
14,599
+8,116
| +125% | +$607K | 0.77% | 34 |
|
|
2022
Q2 | $498K | Buy |
6,483
+1,897
| +41% | +$146K | 0.35% | 51 |
|
|
2022
Q1 | $357K | Sell |
4,586
-494
| -10% | -$38.5K | 0.22% | 66 |
|
|
2021
Q4 | $411K | Buy |
5,080
+1,360
| +37% | +$110K | 0.26% | 61 |
|
|
2021
Q3 | $305K | Buy |
3,720
+193
| +5% | +$15.8K | 0.19% | 65 |
|
|
2021
Q2 | $290K | Buy |
3,527
+2,535
| +256% | +$208K | 0.19% | 63 |
|
|
2021
Q1 | $82K | Buy |
992
+962
| +3,207% | +$79.5K | 0.06% | 116 |
|
|
2020
Q4 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 334 |
|