Strategic Investment Advisors’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 | $4.11M | Sell |
52,225
-2,396
| -4% | -$189K | 0.4% | 41 |
|
|
2025
Q1 | $4.28M | Sell |
54,621
-942
| -2% | -$73.7K | 0.45% | 44 |
|
|
2024
Q4 | $4.29M | Buy |
55,563
+1,141
| +2% | +$88.2K | 0.46% | 42 |
|
|
2024
Q3 | $4.28M | Buy |
54,422
+914
| +2% | +$71.9K | 0.47% | 42 |
|
|
2024
Q2 | $4.1M | Buy |
53,508
+2,042
| +4% | +$157K | 0.5% | 39 |
|
|
2024
Q1 | $3.95M | Buy |
51,466
+5,849
| +13% | +$448K | 0.51% | 41 |
|
|
2023
Q4 | $3.51M | Buy |
45,617
+523
| +1% | +$40.3K | 0.51% | 43 |
|
|
2023
Q3 | $3.39M | Sell |
45,094
-41,564
| -48% | -$3.12M | 0.56% | 36 |
|
|
2023
Q2 | $6.55M | Buy |
86,658
+42,528
| +96% | +$3.21M | 0.91% | 21 |
|
|
2023
Q1 | $3.38M | Sell |
44,130
-1,085
| -2% | -$83K | 0.61% | 31 |
|
|
2022
Q4 | $3.4M | Sell |
45,215
-10,551
| -19% | -$794K | 0.71% | 31 |
|
|
2022
Q3 | $4.17M | Sell |
55,766
-28,259
| -34% | -$2.11M | 0.94% | 25 |
|
|
2022
Q2 | $6.45M | Sell |
84,025
-66
| -0.1% | -$5.07K | 1.29% | 18 |
|
|
2022
Q1 | $6.55M | Buy |
84,091
+5,735
| +7% | +$447K | 1.24% | 18 |
|
|
2021
Q4 | $6.33M | Buy |
78,356
+2,270
| +3% | +$183K | 1.22% | 21 |
|
|
2021
Q3 | $6.24M | Buy |
76,086
+1,835
| +2% | +$150K | 1.37% | 20 |
|
|
2021
Q2 | $6.1M | Buy |
74,251
+2,977
| +4% | +$245K | 1.4% | 20 |
|
|
2021
Q1 | $5.86M | Buy |
71,274
+6,639
| +10% | +$546K | 1.52% | 19 |
|
|
2020
Q4 | $5.36M | Sell |
64,635
-26,024
| -29% | -$2.16M | 1.54% | 18 |
|
|
2020
Q3 | $7.53M | Buy |
90,659
+9,440
| +12% | +$784K | 2.54% | 7 |
|
|
2020
Q2 | $6.75M | Buy |
81,219
+42,901
| +112% | +$3.57M | 2.55% | 5 |
|
|
2020
Q1 | $3.15M | Buy |
38,318
+5,097
| +15% | +$419K | 1.45% | 18 |
|
|
2019
Q4 | $2.68M | Buy |
33,221
+4,339
| +15% | +$350K | 1.11% | 25 |
|
|
2019
Q3 | $2.33M | Buy |
28,882
+4,514
| +19% | +$365K | 1.12% | 26 |
|
|
2019
Q2 | $1.96M | Buy |
24,368
+5,296
| +28% | +$426K | 1.07% | 27 |
|
|
2019
Q1 | $1.52M | Buy |
19,072
+2,406
| +14% | +$192K | 1.04% | 27 |
|
|
2018
Q4 | $1.31M | Buy |
+16,666
| New | +$1.31M | 1.18% | 26 |
|