Steward Partners Investment Advisory’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 | $18.7M | Buy |
238,225
+213,554
| +866% | +$16.8M | 0.15% | 140 |
|
|
2025
Q1 | $1.93M | Sell |
24,671
-875
| -3% | -$68.5K | 0.02% | 666 |
|
|
2024
Q4 | $1.97M | Buy |
25,546
+204
| +0.8% | +$15.8K | 0.02% | 642 |
|
|
2024
Q3 | $1.99M | Sell |
25,342
-3,330
| -12% | -$262K | 0.02% | 628 |
|
|
2024
Q2 | $2.2M | Sell |
28,672
-666
| -2% | -$51.1K | 0.02% | 557 |
|
|
2024
Q1 | $2.25M | Buy |
29,338
+1,590
| +6% | +$122K | 0.02% | 545 |
|
|
2023
Q4 | $2.14M | Buy |
27,748
+11,913
| +75% | +$918K | 0.03% | 488 |
|
|
2023
Q3 | $1.19M | Sell |
15,835
-2,966
| -16% | -$223K | 0.02% | 618 |
|
|
2023
Q2 | $1.42M | Sell |
18,801
-1,529
| -8% | -$116K | 0.02% | 575 |
|
|
2023
Q1 | $1.56M | Sell |
20,330
-2,085
| -9% | -$159K | 0.02% | 541 |
|
|
2022
Q4 | $1.69M | Sell |
22,415
-2,898
| -11% | -$218K | 0.03% | 508 |
|
|
2022
Q3 | $1.89M | Sell |
25,313
-865
| -3% | -$64.7K | 0.04% | 448 |
|
|
2022
Q2 | $2.01M | Buy |
26,178
+489
| +2% | +$37.5K | 0.04% | 434 |
|
|
2022
Q1 | $2M | Sell |
25,689
-2,186
| -8% | -$170K | 0.03% | 474 |
|
|
2021
Q4 | $2.25M | Sell |
27,875
-21,156
| -43% | -$1.71M | 0.03% | 468 |
|
|
2021
Q3 | $4.02M | Sell |
49,031
-2,195
| -4% | -$180K | 0.07% | 292 |
|
|
2021
Q2 | $4.21M | Sell |
51,226
-9,119
| -15% | -$749K | 0.07% | 279 |
|
|
2021
Q1 | $4.96M | Buy |
60,345
+31,136
| +107% | +$2.56M | 0.09% | 243 |
|
|
2020
Q4 | $2.42M | Sell |
29,209
-3,569
| -11% | -$296K | 0.05% | 331 |
|
|
2020
Q3 | $2.72M | Buy |
32,778
+2,768
| +9% | +$230K | 0.07% | 268 |
|
|
2020
Q2 | $2.49M | Sell |
30,010
-4,091
| -12% | -$340K | 0.07% | 264 |
|
|
2020
Q1 | $2.8M | Sell |
34,101
-5,633
| -14% | -$463K | 0.1% | 212 |
|
|
2019
Q4 | $3.2M | Sell |
39,734
-1,030
| -3% | -$83K | 0.09% | 220 |
|
|
2019
Q3 | $3.29M | Sell |
40,764
-5,079
| -11% | -$410K | 0.11% | 198 |
|
|
2019
Q2 | $3.69M | Buy |
45,843
+9,608
| +27% | +$774K | 0.14% | 163 |
|
|
2019
Q1 | $2.88M | Buy |
36,235
+6,655
| +22% | +$529K | 0.12% | 175 |
|
|
2018
Q4 | $2.32M | Sell |
29,580
-840
| -3% | -$66K | 0.11% | 199 |
|
|
2018
Q3 | $2.37M | Buy |
30,420
+232
| +0.8% | +$18.1K | 0.11% | 195 |
|
|
2018
Q2 | $2.36M | Sell |
30,188
-10,796
| -26% | -$844K | 0.14% | 170 |
|
|
2018
Q1 | $3.21M | Buy |
40,984
+20,010
| +95% | +$1.57M | 0.22% | 104 |
|
|
2017
Q4 | $1.66M | Buy |
20,974
+5,594
| +36% | +$442K | 0.13% | 180 |
|
|
2017
Q3 | $1.23M | Sell |
15,380
-1,908
| -11% | -$152K | 0.12% | 164 |
|
|
2017
Q2 | $1.38M | Buy |
17,288
+4,218
| +32% | +$337K | 0.16% | 144 |
|
|
2017
Q1 | $1.04M | Buy |
13,070
+1,705
| +15% | +$136K | 0.16% | 126 |
|
|
2016
Q4 | $902K | Buy |
+11,365
| New | +$902K | 0.41% | 52 |
|