Waterford 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 | $13.2M | Sell |
4,967
-156,003
| -97% | -$415M | 4.88% | 7 |
|
|
2025
Q1 | $12.6M | Buy |
+160,970
| New | +$12.6M | 5.23% | 7 |
|
|
2024
Q4 | – | Sell |
-148,894
| Closed | -$11.7M | – | 48 |
|
|
2024
Q3 | $11.7M | Sell |
148,894
-1,507
| -1% | -$119K | 5.98% | 5 |
|
|
2024
Q2 | $11.5M | Buy |
150,401
+3,838
| +3% | +$294K | 4.84% | 8 |
|
|
2024
Q1 | $11.2M | Buy |
146,563
+13,891
| +10% | +$1.07M | 4.77% | 8 |
|
|
2023
Q4 | $10.2M | Buy |
+132,672
| New | +$10.2M | 4.79% | 9 |
|