WBH Advisory’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 | $7.7M | Sell |
97,842
-10,001
| -9% | -$787K | 0.66% | 39 |
|
|
2025
Q1 | $8.44M | Sell |
107,843
-1,749
| -2% | -$137K | 0.79% | 35 |
|
|
2024
Q4 | $8.47M | Sell |
109,592
-4,415
| -4% | -$341K | 0.79% | 36 |
|
|
2024
Q3 | $8.97M | Sell |
114,007
-1,873
| -2% | -$147K | 0.85% | 33 |
|
|
2024
Q2 | $8.89M | Buy |
115,880
+2,071
| +2% | +$159K | 0.9% | 32 |
|
|
2024
Q1 | $8.73M | Buy |
113,809
+51
| +0% | +$3.91K | 0.9% | 33 |
|
|
2023
Q4 | $8.76M | Sell |
113,758
-4,202
| -4% | -$324K | 0.97% | 30 |
|
|
2023
Q3 | $8.87M | Buy |
117,960
+7,374
| +7% | +$554K | 1.09% | 27 |
|
|
2023
Q2 | $8.36M | Buy |
110,586
+6,124
| +6% | +$463K | 0.99% | 29 |
|
|
2023
Q1 | $7.99M | Buy |
+104,462
| New | +$7.99M | 1% | 27 |
|
|
2022
Q3 | $8.96M | Buy |
119,767
+4,270
| +4% | +$319K | 1.29% | 22 |
|
|
2022
Q2 | $8.86M | Buy |
115,497
+23,149
| +25% | +$1.78M | 1.18% | 21 |
|
|
2022
Q1 | $7.13M | Sell |
92,348
-12,601
| -12% | -$973K | 0.88% | 37 |
|
|
2021
Q4 | $8.48M | Buy |
104,949
+21,439
| +26% | +$1.73M | 0.97% | 27 |
|
|
2021
Q3 | $6.84M | Buy |
83,510
+9,686
| +13% | +$794K | 0.92% | 27 |
|
|
2021
Q2 | $6.08M | Buy |
73,824
+19,049
| +35% | +$1.57M | 0.89% | 31 |
|
|
2021
Q1 | $4.5M | Buy |
54,775
+13,866
| +34% | +$1.14M | 0.73% | 36 |
|
|
2020
Q4 | $3.39M | Buy |
40,909
+14,454
| +55% | +$1.2M | 0.58% | 41 |
|
|
2020
Q3 | $2.2M | Buy |
26,455
+8,287
| +46% | +$688K | 0.44% | 51 |
|
|
2020
Q2 | $1.51M | Buy |
18,168
+6,959
| +62% | +$578K | 0.37% | 65 |
|
|
2020
Q1 | $921 | Buy |
11,209
+4,917
| +78% | +$404 | 0.22% | 90 |
|
|
2019
Q4 | $507K | Buy |
6,292
+1,660
| +36% | +$134K | 0.1% | 156 |
|
|
2019
Q3 | $374K | Buy |
4,632
+348
| +8% | +$28.1K | 0.08% | 171 |
|
|
2019
Q2 | $345K | Buy |
4,284
+118
| +3% | +$9.5K | 0.08% | 176 |
|
|
2019
Q1 | $331K | Buy |
4,166
+37
| +0.9% | +$2.94K | 0.08% | 183 |
|
|
2018
Q4 | $324 | Sell |
4,129
-200
| -5% | -$16 | 0.08% | 182 |
|
|
2018
Q3 | $337K | Buy |
4,329
+379
| +10% | +$29.5K | 0.08% | 192 |
|
|
2018
Q2 | $308K | Buy |
3,950
+18
| +0.5% | +$1.4K | 0.08% | 186 |
|
|
2018
Q1 | $308K | Buy |
3,932
+16
| +0.4% | +$1.25K | 0.08% | 184 |
|
|
2017
Q4 | $309K | Sell |
3,916
-84
| -2% | -$6.63K | 0.08% | 185 |
|
|
2017
Q3 | $319K | Buy |
4,000
+15
| +0.4% | +$1.2K | 0.09% | 181 |
|
|
2017
Q2 | $318K | Sell |
3,985
-1,322
| -25% | -$105K | 0.09% | 181 |
|
|
2017
Q1 | $423K | Buy |
5,307
+30
| +0.6% | +$2.39K | 0.13% | 149 |
|
|
2016
Q4 | $419K | Buy |
5,277
+155
| +3% | +$12.3K | 0.14% | 147 |
|
|
2016
Q3 | $414K | Buy |
+5,122
| New | +$414K | 0.14% | 143 |
|
|
2016
Q2 | – | Sell |
-2,507
| Closed | -$202K | – | 202 |
|
|
2016
Q1 | $202K | Buy |
+2,507
| New | +$202K | 0.07% | 189 |
|
|
2015
Q4 | – | Sell |
-2,500
| Closed | -$201K | – | 198 |
|
|
2015
Q3 | $201K | Buy |
+2,500
| New | +$201K | 0.08% | 188 |
|