Vance Wealth’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 | $346K | Sell |
4,395
-694
| -14% | -$54.6K | 0.12% | 84 |
|
|
2025
Q1 | $398K | Buy |
5,089
+1,622
| +47% | +$127K | 0.15% | 72 |
|
|
2024
Q4 | $268K | Buy |
3,467
+17
| +0.5% | +$1.31K | 0.1% | 83 |
|
|
2024
Q3 | $271K | Buy |
3,450
+65
| +2% | +$5.12K | 0.1% | 83 |
|
|
2024
Q2 | $260K | Buy |
3,385
+95
| +3% | +$7.29K | 0.11% | 81 |
|
|
2024
Q1 | $252K | Sell |
3,290
-40
| -1% | -$3.07K | 0.1% | 81 |
|
|
2023
Q4 | $256K | Buy |
3,330
+84
| +3% | +$6.47K | 0.11% | 71 |
|
|
2023
Q3 | $244K | Sell |
3,246
-1,008
| -24% | -$75.8K | 0.11% | 71 |
|
|
2023
Q2 | $321K | Buy |
+4,254
| New | +$321K | 0.15% | 61 |
|
|
2022
Q4 | – | Sell |
-5,929
| Closed | -$444K | – | 76 |
|
|
2022
Q3 | $444K | Hold |
5,929
| – | – | 0.34% | 35 |
|
|
2022
Q2 | $455K | Sell |
5,929
-173
| -3% | -$13.3K | 0.35% | 33 |
|
|
2022
Q1 | $475K | Sell |
6,102
-417
| -6% | -$32.5K | 0.6% | 28 |
|
|
2021
Q4 | $527K | Buy |
+6,519
| New | +$527K | 0.52% | 23 |
|