Vantage Financial Partners (Wisconsin)’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 | $265K | Buy |
3,366
+5
| +0.1% | +$394 | 0.06% | 170 |
|
|
2025
Q1 | $263K | Sell |
3,361
-246
| -7% | -$19.3K | 0.07% | 154 |
|
|
2024
Q4 | $279K | Sell |
3,607
-492
| -12% | -$38K | 0.07% | 142 |
|
|
2024
Q3 | $323K | Sell |
4,099
-391
| -9% | -$30.8K | 0.08% | 137 |
|
|
2024
Q2 | $344K | Buy |
4,490
+40
| +0.9% | +$3.07K | 0.09% | 106 |
|
|
2024
Q1 | $341K | Buy |
4,450
+137
| +3% | +$10.5K | 0.09% | 102 |
|
|
2023
Q4 | $332K | Buy |
+4,313
| New | +$332K | 0.1% | 94 |
|
|
2022
Q3 | – | Sell |
-6,441
| Closed | -$495K | – | 62 |
|
|
2022
Q2 | $495K | Sell |
6,441
-387
| -6% | -$29.7K | 0.29% | 23 |
|
|
2022
Q1 | $532K | Buy |
6,828
+522
| +8% | +$40.7K | 0.27% | 28 |
|
|
2021
Q4 | $510K | Buy |
+6,306
| New | +$510K | 0.2% | 29 |
|