Transamerica Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1
| Closed | -$1K | – | 607 |
|
|
2023
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 396 |
|
|
2023
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 422 |
|
|
2023
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 394 |
|
|
2023
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 389 |
|
|
2022
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 436 |
|
|
2022
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 411 |
|
|
2022
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 418 |
|
|
2020
Q3 | – | Sell |
-1
| Closed | -$1K | – | 206 |
|
|
2020
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 333 |
|
|
2019
Q3 | – | Sell |
-1
| Closed | -$1K | – | 134 |
|
|
2019
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 410 |
|
|
2019
Q1 | – | Sell |
-1
| Closed | -$1K | – | 130 |
|
|
2018
Q4 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 383 |
|
|
2018
Q3 | – | Sell |
-1
| Closed | -$1K | – | 513 |
|
|
2018
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 346 |
|
|
2018
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 341 |
|
|
2017
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 331 |
|
|
2017
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 328 |
|
|
2017
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 297 |
|
|
2017
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 295 |
|
|
2016
Q4 | $1K | Sell |
1
-2
| -67% | -$2K | ﹤0.01% | 327 |
|
|
2016
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 341 |
|
|
2016
Q2 | $1K | Sell |
3
-7,216
| -100% | -$2.41M | ﹤0.01% | 303 |
|
|
2016
Q1 | $583K | Sell |
7,219
-5,006
| -41% | -$404K | 0.05% | 199 |
|
|
2015
Q4 | $973K | Buy |
12,225
+6,481
| +113% | +$516K | 0.07% | 171 |
|
|
2015
Q3 | $462K | Sell |
5,744
-696
| -11% | -$56K | 0.04% | 207 |
|
|
2015
Q2 | $517K | Sell |
6,440
-15,053
| -70% | -$1.21M | 0.04% | 218 |
|
|
2015
Q1 | $1.73M | Sell |
21,493
-5,690
| -21% | -$458K | 0.12% | 137 |
|
|
2014
Q4 | $2.17M | Buy |
27,183
+346
| +1% | +$27.7K | 0.17% | 86 |
|
|
2014
Q3 | $2.15M | Sell |
26,837
-40,582
| -60% | -$3.25M | 0.19% | 76 |
|
|
2014
Q2 | $5.42M | Buy |
67,419
+4,615
| +7% | +$371K | 0.47% | 35 |
|
|
2014
Q1 | $5.03M | Sell |
62,804
-10,483
| -14% | -$840K | 0.5% | 32 |
|
|
2013
Q4 | $5.86M | Buy |
73,287
+10,733
| +17% | +$858K | 0.64% | 29 |
|
|
2013
Q3 | $5.03M | Sell |
62,554
-66,212
| -51% | -$5.32M | 0.65% | 27 |
|
|
2013
Q2 | $10.3M | Buy |
+128,766
| New | +$10.3M | 1.69% | 20 |
|