Texas Capital Bank Wealth Management Services’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 | $692K | Sell |
8,799
-17
| -0.2% | -$1.34K | 0.06% | 111 |
|
|
2025
Q1 | $690K | Buy |
8,816
+17
| +0.2% | +$1.33K | 0.07% | 112 |
|
|
2024
Q4 | $680K | Sell |
8,799
-391
| -4% | -$30.2K | 0.07% | 92 |
|
|
2024
Q3 | $723K | Buy |
9,190
+516
| +6% | +$40.6K | 0.07% | 92 |
|
|
2024
Q2 | $665K | Hold |
8,674
| – | – | 0.07% | 101 |
|
|
2024
Q1 | $665K | Hold |
8,674
| – | – | 0.07% | 99 |
|
|
2023
Q4 | $668K | Hold |
8,674
| – | – | 0.08% | 94 |
|
|
2023
Q3 | $652K | Sell |
8,674
-3,159
| -27% | -$237K | 0.08% | 104 |
|
|
2023
Q2 | $894K | Hold |
11,833
| – | – | 0.1% | 89 |
|
|
2023
Q1 | $905K | Hold |
11,833
| – | – | 0.1% | 89 |
|
|
2022
Q4 | $891K | Hold |
11,833
| – | – | 0.11% | 87 |
|
|
2022
Q3 | $885K | Hold |
11,833
| – | – | 0.11% | 80 |
|
|
2022
Q2 | $909K | Sell |
11,833
-3,966
| -25% | -$305K | 0.11% | 78 |
|
|
2022
Q1 | $1.23M | Buy |
15,799
+12,997
| +464% | +$1.01M | 0.11% | 74 |
|
|
2021
Q4 | $226K | Hold |
2,802
| – | – | 0.02% | 147 |
|
|
2021
Q3 | $230K | Sell |
2,802
-607
| -18% | -$49.8K | 0.02% | 134 |
|
|
2021
Q2 | $280K | Buy |
+3,409
| New | +$280K | 0.04% | 122 |
|