United Advisor Group’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 | $514K | Sell |
6,529
-65
| -1% | -$5.12K | 0.09% | 215 |
|
|
2025
Q1 | $516K | Buy |
6,594
+763
| +13% | +$59.7K | 0.11% | 184 |
|
|
2024
Q4 | $451K | Sell |
5,831
-629
| -10% | -$48.6K | 0.09% | 213 |
|
|
2024
Q3 | $508K | Buy |
6,460
+589
| +10% | +$46.3K | 0.11% | 187 |
|
|
2024
Q2 | $450K | Buy |
5,871
+604
| +11% | +$46.3K | 0.14% | 143 |
|
|
2024
Q1 | $404K | Sell |
5,267
-2,453
| -32% | -$188K | 0.15% | 138 |
|
|
2023
Q4 | $595K | Buy |
+7,720
| New | +$595K | 0.72% | 24 |
|