Successful Portfolios’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 | $5.19M | Buy |
65,924
+5,594
| +9% | +$440K | 3.19% | 6 |
|
2025
Q1 | $4.72M | Buy |
60,330
+6,970
| +13% | +$546K | 3.21% | 5 |
|
2024
Q4 | $4.12M | Buy |
53,360
+9,764
| +22% | +$754K | 2.76% | 10 |
|
2024
Q3 | $3.43M | Buy |
43,596
+3,893
| +10% | +$306K | 2.32% | 11 |
|
2024
Q2 | $3.05M | Buy |
39,703
+7,154
| +22% | +$549K | 2.13% | 11 |
|
2024
Q1 | $2.5M | Buy |
32,549
+12,380
| +61% | +$949K | 1.7% | 13 |
|
2023
Q4 | $1.55M | Buy |
20,169
+5,873
| +41% | +$452K | 1.16% | 20 |
|
2023
Q3 | $1.07M | Buy |
14,296
+11,242
| +368% | +$845K | 0.95% | 28 |
|
2023
Q2 | $231K | Buy |
+3,054
| New | +$231K | 0.2% | 120 |
|