Stonebridge Financial Planning Group’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 | $255K | Buy |
3,242
+72
| +2% | +$5.67K | 0.11% | 148 |
|
|
2025
Q1 | $248K | Buy |
3,170
+97
| +3% | +$7.59K | 0.11% | 148 |
|
|
2024
Q4 | $237K | Buy |
3,073
+61
| +2% | +$4.71K | 0.11% | 150 |
|
|
2024
Q3 | $237K | Buy |
+3,012
| New | +$237K | 0.11% | 144 |
|
|
2021
Q3 | – | Sell |
-1,230
| Closed | -$101K | – | 408 |
|
|
2021
Q2 | $101K | Sell |
1,230
-1,160
| -49% | -$95.3K | 0.05% | 159 |
|
|
2021
Q1 | $196K | Sell |
2,390
-475
| -17% | -$39K | 0.11% | 112 |
|
|
2020
Q4 | $238K | Buy |
2,865
+1,050
| +58% | +$87.2K | 0.15% | 94 |
|
|
2020
Q3 | $151K | Buy |
1,815
+725
| +67% | +$60.3K | 0.11% | 105 |
|
|
2020
Q2 | $91K | Buy |
+1,090
| New | +$91K | 0.08% | 138 |
|