Walkner Condon 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 | $353K | Buy |
+4,487
| New | +$353K | 0.07% | 198 |
|
|
2023
Q4 | – | Sell |
-2,852
| Closed | -$214K | – | 268 |
|
|
2023
Q3 | $214K | Sell |
2,852
-333
| -10% | -$25K | 0.06% | 228 |
|
|
2023
Q2 | $241K | Sell |
3,185
-10
| -0.3% | -$756 | 0.06% | 211 |
|
|
2023
Q1 | $244K | Sell |
3,195
-20
| -0.6% | -$1.53K | 0.07% | 203 |
|
|
2022
Q4 | $242K | Sell |
3,215
-940
| -23% | -$70.8K | 0.07% | 197 |
|
|
2022
Q3 | $312K | Sell |
4,155
-372
| -8% | -$27.9K | 0.1% | 158 |
|
|
2022
Q2 | $349K | Sell |
4,527
-51
| -1% | -$3.93K | 0.11% | 160 |
|
|
2022
Q1 | $357K | Sell |
4,578
-1,166
| -20% | -$90.9K | 0.1% | 160 |
|
|
2021
Q4 | $464K | Sell |
5,744
-1,015
| -15% | -$82K | 0.3% | 78 |
|
|
2021
Q3 | $552K | Buy |
6,759
+271
| +4% | +$22.1K | 0.27% | 78 |
|
|
2021
Q2 | $534K | Buy |
6,488
+62
| +1% | +$5.1K | 0.2% | 91 |
|
|
2021
Q1 | $528K | Buy |
6,426
+189
| +3% | +$15.5K | 0.21% | 92 |
|
|
2020
Q4 | $517K | Sell |
6,237
-303
| -5% | -$25.1K | 0.22% | 80 |
|
|
2020
Q3 | $543K | Buy |
+6,540
| New | +$543K | 0.29% | 63 |
|