Stratos Wealth 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 | $1.3M | Sell |
16,501
-6,524
| -28% | -$513K | 0.07% | 276 |
|
|
2025
Q1 | $1.8M | Sell |
23,025
-8,629
| -27% | -$676K | 0.1% | 206 |
|
|
2024
Q4 | $2.45M | Sell |
31,654
-15,420
| -33% | -$1.19M | 0.12% | 175 |
|
|
2024
Q3 | $3.7M | Sell |
47,074
-1,317
| -3% | -$104K | 0.17% | 132 |
|
|
2024
Q2 | $3.71M | Sell |
48,391
-5,859
| -11% | -$449K | 0.18% | 125 |
|
|
2024
Q1 | $4.16M | Buy |
54,250
+4,344
| +9% | +$333K | 0.25% | 98 |
|
|
2023
Q4 | $3.84M | Buy |
49,906
+16,331
| +49% | +$1.26M | 0.22% | 134 |
|
|
2023
Q3 | $2.52M | Buy |
33,575
+11
| +0% | +$827 | 0.17% | 167 |
|
|
2023
Q2 | $2.54M | Buy |
33,564
+3,044
| +10% | +$230K | 0.18% | 153 |
|
|
2023
Q1 | $2.33M | Sell |
30,520
-3,110
| -9% | -$238K | 0.18% | 156 |
|
|
2022
Q4 | $2.53M | Sell |
33,630
-3,989
| -11% | -$300K | 0.21% | 137 |
|
|
2022
Q3 | $2.82M | Sell |
37,619
-10,169
| -21% | -$761K | 0.3% | 94 |
|
|
2022
Q2 | $3.67M | Buy |
47,788
+17,984
| +60% | +$1.38M | 0.33% | 82 |
|
|
2022
Q1 | $2.32M | Sell |
29,804
-5,018
| -14% | -$391K | 0.19% | 142 |
|
|
2021
Q4 | $2.82M | Buy |
34,822
+14,886
| +75% | +$1.2M | 0.2% | 144 |
|
|
2021
Q3 | $1.63M | Sell |
19,936
-3,094
| -13% | -$254K | 0.14% | 191 |
|
|
2021
Q2 | $1.89M | Buy |
23,030
+4,333
| +23% | +$356K | 0.17% | 163 |
|
|
2021
Q1 | $1.54M | Buy |
18,697
+5,088
| +37% | +$418K | 0.16% | 163 |
|
|
2020
Q4 | $1.13M | Buy |
13,609
+8,511
| +167% | +$705K | 0.16% | 151 |
|
|
2020
Q3 | $423K | Sell |
5,098
-147
| -3% | -$12.2K | 0.1% | 205 |
|
|
2020
Q2 | $436K | Sell |
5,245
-76
| -1% | -$6.32K | 0.13% | 155 |
|
|
2020
Q1 | $437K | Sell |
5,321
-175
| -3% | -$14.4K | 0.31% | 80 |
|
|
2019
Q4 | $443K | Buy |
5,496
+632
| +13% | +$50.9K | 0.25% | 88 |
|
|
2019
Q3 | $393K | Sell |
4,864
-16
| -0.3% | -$1.29K | 0.15% | 147 |
|
|
2019
Q2 | $393K | Sell |
4,880
-748
| -13% | -$60.2K | 0.16% | 143 |
|
|
2019
Q1 | $448K | Sell |
5,628
-805
| -13% | -$64.1K | 0.24% | 116 |
|
|
2018
Q4 | $505K | Buy |
+6,433
| New | +$505K | 0.34% | 87 |
|