Sterling Investment Advisors (Pennsylvania)’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 | $279K | Hold |
3,539
| – | – | 0.06% | 163 |
|
|
2025
Q1 | $277K | Hold |
3,539
| – | – | 0.07% | 154 |
|
|
2024
Q4 | $273K | Hold |
3,539
| – | – | 0.07% | 135 |
|
|
2024
Q3 | $278K | Hold |
3,539
| – | – | 0.07% | 126 |
|
|
2024
Q2 | $271K | Hold |
3,539
| – | – | 0.07% | 124 |
|
|
2024
Q1 | $271K | Buy |
3,539
+639
| +22% | +$49K | 0.08% | 128 |
|
|
2023
Q4 | $223K | Buy |
+2,900
| New | +$223K | 0.07% | 127 |
|
|
2022
Q3 | – | Sell |
-444
| Closed | -$34K | – | 180 |
|
|
2022
Q2 | $34K | Hold |
444
| – | – | 0.01% | 265 |
|
|
2022
Q1 | $35K | Hold |
444
| – | – | 0.01% | 293 |
|
|
2021
Q4 | $36K | Hold |
444
| – | – | 0.01% | 286 |
|
|
2021
Q3 | $36K | Hold |
444
| – | – | 0.01% | 287 |
|
|
2021
Q2 | $36K | Hold |
444
| – | – | 0.01% | 293 |
|
|
2021
Q1 | $36K | Hold |
444
| – | – | 0.01% | 266 |
|
|
2020
Q4 | $37K | Hold |
444
| – | – | 0.01% | 248 |
|
|
2020
Q3 | $37K | Hold |
444
| – | – | 0.01% | 238 |
|
|
2020
Q2 | $36K | Hold |
444
| – | – | 0.01% | 243 |
|
|
2020
Q1 | $36K | Hold |
444
| – | – | 0.02% | 217 |
|
|
2019
Q4 | $35K | Hold |
444
| – | – | 0.02% | 242 |
|
|
2019
Q3 | $36K | Hold |
444
| – | – | 0.02% | 240 |
|
|
2019
Q2 | $36K | Hold |
444
| – | – | 0.02% | 238 |
|
|
2019
Q1 | $35K | Hold |
444
| – | – | 0.02% | 242 |
|
|
2018
Q4 | $34K | Sell |
444
-444
| -50% | -$34K | 0.02% | 232 |
|
|
2018
Q3 | $69K | Buy |
888
+444
| +100% | +$34.5K | 0.04% | 191 |
|
|
2018
Q2 | $34K | Buy |
+444
| New | +$34K | 0.02% | 240 |
|