Summit Financial Strategies’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 | $241K | Sell |
3,062
-4,677
| -60% | -$368K | 0.02% | 131 |
|
|
2025
Q1 | $606K | Sell |
7,739
-15,100
| -66% | -$1.18M | 0.06% | 72 |
|
|
2024
Q4 | $1.76M | Buy |
22,839
+858
| +4% | +$66.3K | 0.19% | 42 |
|
|
2024
Q3 | $1.73M | Buy |
21,981
+1,210
| +6% | +$95.2K | 0.19% | 41 |
|
|
2024
Q2 | $1.59M | Buy |
20,771
+1,302
| +7% | +$99.9K | 0.2% | 40 |
|
|
2024
Q1 | $1.49M | Buy |
19,469
+3,415
| +21% | +$262K | 0.21% | 38 |
|
|
2023
Q4 | $1.24M | Buy |
16,054
+1,873
| +13% | +$144K | 0.19% | 40 |
|
|
2023
Q3 | $1.07M | Buy |
14,181
+2,812
| +25% | +$211K | 0.2% | 36 |
|
|
2023
Q2 | $859K | Buy |
11,369
+822
| +8% | +$62.1K | 0.16% | 48 |
|
|
2023
Q1 | $807K | Buy |
10,547
+1,659
| +19% | +$127K | 0.16% | 49 |
|
|
2022
Q4 | $669K | Buy |
8,888
+300
| +3% | +$22.6K | 0.14% | 50 |
|
|
2022
Q3 | $643K | Buy |
8,588
+895
| +12% | +$67K | 0.15% | 50 |
|
|
2022
Q2 | $591K | Sell |
7,693
-1,198
| -13% | -$92K | 0.14% | 53 |
|
|
2022
Q1 | $693K | Sell |
8,891
-1,282
| -13% | -$99.9K | 0.14% | 48 |
|
|
2021
Q4 | $822K | Buy |
10,173
+843
| +9% | +$68.1K | 0.16% | 48 |
|
|
2021
Q3 | $765K | Buy |
9,330
+568
| +6% | +$46.6K | 0.15% | 45 |
|
|
2021
Q2 | $720K | Buy |
+8,762
| New | +$720K | 0.14% | 52 |
|