Strategic Investment Solutions’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-264
| Closed | -$20.4K | – | 641 |
|
|
2024
Q4 | $20.4K | Hold |
264
| – | – | 0.01% | 302 |
|
|
2024
Q3 | $20.8K | Buy |
264
+139
| +111% | +$10.9K | 0.01% | 282 |
|
|
2024
Q2 | $10.3K | Buy |
+125
| New | +$10.3K | ﹤0.01% | 340 |
|
|
2023
Q4 | $20.3K | Sell |
264
-16,368
| -98% | -$1.26M | ﹤0.01% | 652 |
|
|
2023
Q3 | $1.25M | Buy |
+16,632
| New | +$1.25M | 0.02% | 286 |
|
|
2023
Q2 | – | Sell |
-125
| Closed | -$9.56K | – | 881 |
|
|
2023
Q1 | $9.56K | Buy |
+125
| New | +$9.56K | ﹤0.01% | 662 |
|