Tarbox Family Office’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 | $229K | Buy |
+2,911
| New | +$229K | 0.03% | 112 |
|
2022
Q1 | – | Sell |
-13
| Closed | -$1K | – | 1082 |
|
2021
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 980 |
|
2020
Q3 | – | Sell |
-8
| Closed | -$1K | – | 1154 |
|
2020
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 918 |
|
2020
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 803 |
|
2019
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 935 |
|
2019
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 874 |
|
2019
Q2 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 899 |
|
2018
Q2 | – | Sell |
-725
| Closed | -$57K | – | 610 |
|
2018
Q1 | $57K | Sell |
725
-593
| -45% | -$46.6K | 0.02% | 149 |
|
2017
Q4 | $104K | Buy |
1,318
+18
| +1% | +$1.42K | 0.04% | 123 |
|
2017
Q3 | $104K | Sell |
1,300
-100
| -7% | -$8K | 0.05% | 115 |
|
2017
Q2 | $112K | Hold |
1,400
| – | – | 0.06% | 108 |
|
2017
Q1 | $112K | Sell |
1,400
-250
| -15% | -$20K | 0.06% | 93 |
|
2016
Q4 | $131K | Sell |
1,650
-100
| -6% | -$7.94K | 0.08% | 66 |
|
2016
Q3 | $141K | Hold |
1,750
| – | – | 0.09% | 64 |
|
2016
Q2 | $142K | Hold |
1,750
| – | – | 0.1% | 64 |
|
2016
Q1 | $141K | Hold |
1,750
| – | – | 0.11% | 65 |
|
2015
Q4 | $139K | Hold |
1,750
| – | – | 0.11% | 57 |
|
2015
Q3 | $141K | Hold |
1,750
| – | – | 0.13% | 59 |
|
2015
Q2 | $140K | Hold |
1,750
| – | – | 0.12% | 57 |
|
2015
Q1 | $141K | Buy |
+1,750
| New | +$141K | 0.12% | 59 |
|