Summit Financial’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 | $254K | Buy |
+3,227
| New | +$254K | 0.01% | 727 |
|
|
2023
Q2 | – | Sell |
-3,745
| Closed | -$286K | – | 325 |
|
|
2023
Q1 | $286K | Sell |
3,745
-427
| -10% | -$32.7K | 0.03% | 213 |
|
|
2022
Q4 | $314K | Sell |
4,172
-828
| -17% | -$62.3K | 0.03% | 204 |
|
|
2022
Q3 | $374K | Sell |
5,000
-14
| -0.3% | -$1.05K | 0.04% | 194 |
|
|
2022
Q2 | $385K | Sell |
5,014
-1,215
| -20% | -$93.3K | 0.04% | 174 |
|
|
2022
Q1 | $485K | Buy |
6,229
+1,780
| +40% | +$139K | 0.04% | 179 |
|
|
2021
Q4 | $360K | Sell |
4,449
-1,743
| -28% | -$141K | 0.03% | 196 |
|
|
2021
Q3 | $507K | Buy |
6,192
+201
| +3% | +$16.5K | 0.04% | 143 |
|
|
2021
Q2 | $492K | Buy |
+5,991
| New | +$492K | 0.05% | 83 |
|