Sunesis 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
Q1 | $6.67M | Buy |
85,215
+8
| +0% | +$626 | 3.62% | 6 |
|
|
2024
Q4 | $6.58M | Buy |
85,207
+16,228
| +24% | +$1.25M | 4% | 5 |
|
|
2024
Q3 | $5.43M | Buy |
68,979
+1,488
| +2% | +$117K | 3.27% | 6 |
|
|
2024
Q2 | $5.18M | Buy |
67,491
+293
| +0.4% | +$22.5K | 3.08% | 5 |
|
|
2024
Q1 | $5.15M | Buy |
67,198
+11,703
| +21% | +$897K | 3.02% | 6 |
|
|
2023
Q4 | $4.27M | Buy |
+55,495
| New | +$4.27M | 2.6% | 6 |
|