Valley Wealth Managers’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 | $2.93M | Buy |
37,206
+863
| +2% | +$67.9K | 0.21% | 103 |
|
|
2025
Q1 | $2.84M | Buy |
36,343
+7,701
| +27% | +$603K | 0.22% | 102 |
|
|
2024
Q4 | $2.21M | Buy |
28,642
+1,387
| +5% | +$107K | 0.17% | 106 |
|
|
2024
Q3 | $2.14M | Buy |
27,255
+877
| +3% | +$69K | 0.16% | 109 |
|
|
2024
Q2 | $2.02M | Buy |
26,378
+1,306
| +5% | +$100K | 0.16% | 111 |
|
|
2024
Q1 | $1.92M | Buy |
25,072
+406
| +2% | +$31.1K | 0.14% | 112 |
|
|
2023
Q4 | $1.9M | Sell |
24,666
-584
| -2% | -$45K | 0.15% | 113 |
|
|
2023
Q3 | $1.9M | Buy |
25,250
+24,090
| +2,077% | +$1.81M | 0.16% | 112 |
|
|
2023
Q2 | $87.7K | Hold |
1,160
| – | – | 0.01% | 185 |
|
|
2023
Q1 | $88.7K | Hold |
1,160
| – | – | 0.01% | 191 |
|
|
2022
Q4 | $87.3K | Hold |
1,160
| – | – | 0.01% | 196 |
|
|
2022
Q3 | $87K | Sell |
1,160
-363
| -24% | -$27.2K | 0.01% | 211 |
|
|
2022
Q2 | $117K | Buy |
+1,523
| New | +$117K | 0.01% | 214 |
|