Stone Summit Wealth’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 | $6.75M | Buy |
85,755
+3,064
| +4% | +$241K | 2.09% | 10 |
|
|
2025
Q1 | $6.47M | Sell |
82,691
-726
| -0.9% | -$56.8K | 2.19% | 7 |
|
|
2024
Q4 | $6.45M | Buy |
83,417
+6,686
| +9% | +$517K | 2.16% | 8 |
|
|
2024
Q3 | $6.04M | Buy |
76,731
+10,298
| +16% | +$810K | 1.95% | 9 |
|
|
2024
Q2 | $5.1M | Buy |
66,433
+4,226
| +7% | +$324K | 1.83% | 9 |
|
|
2024
Q1 | $4.77M | Buy |
62,207
+12,264
| +25% | +$940K | 1.66% | 13 |
|
|
2023
Q4 | $3.85M | Sell |
49,943
-152
| -0.3% | -$11.7K | 1.48% | 15 |
|
|
2023
Q3 | $3.77M | Buy |
50,095
+6,315
| +14% | +$475K | 1.61% | 13 |
|
|
2023
Q2 | $3.31M | Buy |
43,780
+6,047
| +16% | +$457K | 1.37% | 17 |
|
|
2023
Q1 | $2.89M | Buy |
37,733
+4,711
| +14% | +$360K | 1.28% | 20 |
|
|
2022
Q4 | $2.49M | Buy |
33,022
+3,132
| +10% | +$236K | 1.22% | 23 |
|
|
2022
Q3 | $2.24M | Sell |
29,890
-2,466
| -8% | -$184K | 1.37% | 19 |
|
|
2022
Q2 | $2.49M | Buy |
32,356
+3,531
| +12% | +$271K | 1.48% | 16 |
|
|
2022
Q1 | $2.24M | Sell |
28,825
-119
| -0.4% | -$9.24K | 1.25% | 23 |
|
|
2021
Q4 | $2.34M | Buy |
+28,944
| New | +$2.34M | 1.9% | 12 |
|