Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $532K | Buy |
+6,761
| New | +$532K | 0.01% | 437 |
|
|
2024
Q2 | – | Sell |
-4,429
| Closed | -$337K | – | 662 |
|
|
2024
Q1 | $337K | Buy |
+4,429
| New | +$337K | 0.01% | 466 |
|
|
2023
Q1 | – | Sell |
-3,093
| Closed | -$233K | – | 620 |
|
|
2022
Q4 | $233K | Sell |
3,093
-253
| -8% | -$19K | 0.01% | 447 |
|
|
2022
Q3 | $250K | Sell |
3,346
-1,304
| -28% | -$97.4K | 0.02% | 389 |
|
|
2022
Q2 | $357K | Buy |
+4,650
| New | +$357K | 0.02% | 303 |
|
|
2021
Q2 | – | Sell |
-588
| Closed | -$48K | – | 632 |
|
|
2021
Q1 | $48K | Buy |
588
+183
| +45% | +$14.9K | ﹤0.01% | 845 |
|
|
2020
Q4 | $34K | Sell |
405
-104
| -20% | -$8.73K | ﹤0.01% | 877 |
|
|
2020
Q3 | $42K | Sell |
509
-312
| -38% | -$25.7K | ﹤0.01% | 687 |
|
|
2020
Q2 | $68K | Buy |
821
+82
| +11% | +$6.79K | 0.01% | 595 |
|
|
2020
Q1 | $61K | Buy |
739
+120
| +19% | +$9.91K | 0.01% | 523 |
|
|
2019
Q4 | $50K | Buy |
619
+4
| +0.7% | +$323 | ﹤0.01% | 642 |
|
|
2019
Q3 | $50K | Buy |
615
+424
| +222% | +$34.5K | 0.01% | 596 |
|
|
2019
Q2 | $15K | Buy |
191
+8
| +4% | +$628 | ﹤0.01% | 912 |
|
|
2019
Q1 | $15K | Sell |
183
-29
| -14% | -$2.38K | ﹤0.01% | 847 |
|
|
2018
Q4 | $17K | Buy |
212
+34
| +19% | +$2.73K | ﹤0.01% | 736 |
|
|
2018
Q3 | $14K | Sell |
178
-1,121
| -86% | -$88.2K | ﹤0.01% | 854 |
|
|
2018
Q2 | $102K | Buy |
1,299
+1,246
| +2,351% | +$97.8K | 0.01% | 392 |
|
|
2018
Q1 | $4K | Hold |
53
| – | – | ﹤0.01% | 1179 |
|
|
2017
Q4 | $4K | Buy |
+53
| New | +$4K | ﹤0.01% | 1054 |
|