Tortoise Investment Management’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 | $491K | Buy |
6,236
+361
| +6% | +$28.4K | 0.05% | 143 |
|
|
2025
Q1 | $460K | Buy |
5,875
+416
| +8% | +$32.6K | 0.05% | 144 |
|
|
2024
Q4 | $422K | Buy |
5,459
+105
| +2% | +$8.11K | 0.04% | 159 |
|
|
2024
Q3 | $421K | Buy |
5,354
+95
| +2% | +$7.48K | 0.04% | 161 |
|
|
2024
Q2 | $403K | Buy |
5,259
+92
| +2% | +$7.06K | 0.05% | 160 |
|
|
2024
Q1 | $396K | Buy |
5,167
+385
| +8% | +$29.5K | 0.05% | 165 |
|
|
2023
Q4 | $368K | Buy |
4,782
+95
| +2% | +$7.32K | 0.05% | 164 |
|
|
2023
Q3 | $352K | Buy |
4,687
+996
| +27% | +$74.9K | 0.05% | 160 |
|
|
2023
Q2 | $279K | Buy |
3,691
+70
| +2% | +$5.29K | 0.04% | 169 |
|
|
2023
Q1 | $277K | Buy |
3,621
+347
| +11% | +$26.5K | 0.04% | 168 |
|
|
2022
Q4 | $246K | Buy |
3,274
+78
| +2% | +$5.87K | 0.04% | 172 |
|
|
2022
Q3 | $239K | Buy |
3,196
+55
| +2% | +$4.11K | 0.05% | 169 |
|
|
2022
Q2 | $241K | Buy |
3,141
+53
| +2% | +$4.07K | 0.05% | 161 |
|
|
2022
Q1 | $241K | Buy |
+3,088
| New | +$241K | 0.04% | 160 |
|
|
2019
Q4 | – | Sell |
-50
| Closed | -$4K | – | 592 |
|
|
2019
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 483 |
|
|
2019
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 506 |
|
|
2019
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 494 |
|
|
2018
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 456 |
|
|
2018
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 466 |
|
|
2018
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 480 |
|
|
2018
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 458 |
|
|
2017
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 465 |
|
|
2017
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 419 |
|
|
2017
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 416 |
|
|
2017
Q1 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 399 |
|