Strategic Wealth Partners’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 | $274K | Buy |
+3,476
| New | +$274K | 0.02% | 284 |
|
|
2024
Q4 | $294K | Sell |
3,808
-68
| -2% | -$5.26K | 0.02% | 263 |
|
|
2024
Q3 | $305K | Sell |
3,876
-348
| -8% | -$27.4K | 0.03% | 252 |
|
|
2024
Q2 | $324K | Sell |
4,224
-3,694
| -47% | -$283K | 0.03% | 231 |
|
|
2024
Q1 | $607K | Buy |
7,918
+1,399
| +21% | +$107K | 0.07% | 176 |
|
|
2023
Q4 | $502K | Buy |
6,519
+1,003
| +18% | +$77.3K | 0.06% | 185 |
|
|
2023
Q3 | $415K | Sell |
5,516
-47,293
| -90% | -$3.55M | 0.05% | 221 |
|
|
2023
Q2 | $3.99M | Sell |
52,809
-853
| -2% | -$64.5K | 0.52% | 53 |
|
|
2023
Q1 | $4.1M | Buy |
53,662
+20,336
| +61% | +$1.56M | 0.63% | 38 |
|
|
2022
Q4 | $2.51M | Sell |
33,326
-10,969
| -25% | -$826K | 0.47% | 66 |
|
|
2022
Q3 | $3.31M | Sell |
44,295
-19,689
| -31% | -$1.47M | 0.7% | 33 |
|
|
2022
Q2 | $4.91M | Buy |
63,984
+23,700
| +59% | +$1.82M | 1.06% | 18 |
|
|
2022
Q1 | $3.14M | Buy |
40,284
+1,825
| +5% | +$142K | 0.61% | 45 |
|
|
2021
Q4 | $3.11M | Sell |
38,459
-727
| -2% | -$58.8K | 0.59% | 52 |
|
|
2021
Q3 | $3.21M | Buy |
39,186
+5,194
| +15% | +$426K | 0.94% | 20 |
|
|
2021
Q2 | $2.79M | Buy |
+33,992
| New | +$2.79M | 0.91% | 25 |
|
|
2019
Q3 | – | Sell |
-129
| Closed | -$10K | – | 733 |
|
|
2019
Q2 | $10K | Buy |
+129
| New | +$10K | ﹤0.01% | 494 |
|
|
2019
Q1 | – | Sell |
-153
| Closed | -$13K | – | 771 |
|
|
2018
Q4 | $13K | Buy |
+153
| New | +$13K | 0.01% | 414 |
|
|
2018
Q2 | – | Sell |
-214
| Closed | -$17K | – | 761 |
|
|
2018
Q1 | $17K | Sell |
214
-19
| -8% | -$1.51K | 0.01% | 392 |
|
|
2017
Q4 | $19K | Buy |
+233
| New | +$19K | 0.01% | 361 |
|