Valley Financial 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 | $1.35M | Sell |
17,156
-318
| -2% | -$25K | 0.82% | 23 |
|
|
2025
Q1 | $1.37M | Sell |
17,474
-996
| -5% | -$78K | 0.91% | 20 |
|
|
2024
Q4 | $1.43M | Sell |
18,470
-640
| -3% | -$49.5K | 0.99% | 21 |
|
|
2024
Q3 | $1.5M | Sell |
19,110
-339
| -2% | -$26.7K | 1.05% | 20 |
|
|
2024
Q2 | $1.49M | Sell |
19,449
-258
| -1% | -$19.8K | 1.1% | 19 |
|
|
2024
Q1 | $1.51M | Sell |
19,707
-4,399
| -18% | -$337K | 1.15% | 20 |
|
|
2023
Q4 | $1.86M | Buy |
+24,106
| New | +$1.86M | 1.45% | 16 |
|