UMB Bank’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 | $1.43M | Sell |
18,117
-240
| -1% | -$18.9K | 0.02% | 281 |
|
2025
Q1 | $1.44M | Buy |
18,357
+63
| +0.3% | +$4.93K | 0.02% | 277 |
|
2024
Q4 | $1.41M | Sell |
18,294
-2,837
| -13% | -$219K | 0.02% | 277 |
|
2024
Q3 | $1.66M | Sell |
21,131
-2,056
| -9% | -$162K | 0.03% | 263 |
|
2024
Q2 | $1.78M | Sell |
23,187
-758
| -3% | -$58.1K | 0.03% | 248 |
|
2024
Q1 | $1.84M | Sell |
23,945
-5,765
| -19% | -$442K | 0.03% | 255 |
|
2023
Q4 | $2.29M | Sell |
29,710
-3,073
| -9% | -$237K | 0.03% | 231 |
|
2023
Q3 | $2.46M | Sell |
32,783
-1,048
| -3% | -$78.8K | 0.04% | 217 |
|
2023
Q2 | $2.56M | Sell |
33,831
-1,586
| -4% | -$120K | 0.04% | 226 |
|
2023
Q1 | $2.71M | Sell |
35,417
-4,913
| -12% | -$376K | 0.04% | 219 |
|
2022
Q4 | $3.04M | Sell |
40,330
-6,031
| -13% | -$454K | 0.05% | 218 |
|
2022
Q3 | $3.47M | Buy |
46,361
+4,370
| +10% | +$327K | 0.06% | 200 |
|
2022
Q2 | $3.23M | Buy |
41,991
+2,304
| +6% | +$177K | 0.05% | 225 |
|
2022
Q1 | $3.09M | Buy |
39,687
+1,449
| +4% | +$113K | 0.04% | 249 |
|
2021
Q4 | $3.09M | Buy |
38,238
+4,124
| +12% | +$333K | 0.04% | 243 |
|
2021
Q3 | $2.8M | Buy |
34,114
+1,874
| +6% | +$154K | 0.06% | 170 |
|
2021
Q2 | $2.65M | Buy |
32,240
+2,397
| +8% | +$197K | 0.06% | 172 |
|
2021
Q1 | $2.45M | Buy |
29,843
+1,116
| +4% | +$91.7K | 0.06% | 171 |
|
2020
Q4 | $2.38M | Buy |
28,727
+14,537
| +102% | +$1.2M | 0.06% | 168 |
|
2020
Q3 | $1.18M | Hold |
14,190
| – | – | 0.04% | 198 |
|
2020
Q2 | $1.18M | Buy |
14,190
+1,384
| +11% | +$115K | 0.04% | 198 |
|
2020
Q1 | $1.05M | Sell |
12,806
-1,565
| -11% | -$129K | 0.04% | 199 |
|
2019
Q4 | $1.16M | Buy |
14,371
+97
| +0.7% | +$7.82K | 0.03% | 209 |
|
2019
Q3 | $1.15K | Buy |
14,274
+3,569
| +33% | +$289 | 0.03% | 208 |
|
2019
Q2 | $863 | Buy |
10,705
+3,994
| +60% | +$322 | 0.02% | 227 |
|
2019
Q1 | $534K | Buy |
6,711
+2,012
| +43% | +$160K | 0.02% | 258 |
|
2018
Q4 | $369 | Buy |
4,699
+1,743
| +59% | +$137 | 0.01% | 261 |
|
2018
Q3 | $230K | Buy |
+2,956
| New | +$230K | 0.01% | 329 |
|
2018
Q2 | – | Sell |
-3,031
| Closed | -$237K | – | 336 |
|
2018
Q1 | $237K | Sell |
3,031
-1,393
| -31% | -$109K | 0.01% | 308 |
|
2017
Q4 | $349K | Buy |
4,424
+125
| +3% | +$9.86K | 0.01% | 269 |
|
2017
Q3 | $344K | Buy |
+4,299
| New | +$344K | 0.01% | 267 |
|
2015
Q1 | – | Sell |
-14,563
| Closed | -$1.16M | – | 303 |
|
2014
Q4 | $1.16M | Buy |
+14,563
| New | +$1.16M | 0.05% | 170 |
|