Wealthcare Advisory Partners’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 | $960K | Sell |
12,204
-1,370
| -10% | -$108K | 0.02% | 493 |
|
2025
Q1 | $1.06M | Sell |
13,574
-460
| -3% | -$36K | 0.03% | 431 |
|
2024
Q4 | $1.08M | Sell |
14,034
-454
| -3% | -$35.1K | 0.03% | 401 |
|
2024
Q3 | $1.14M | Buy |
14,488
+1,273
| +10% | +$100K | 0.03% | 393 |
|
2024
Q2 | $1.01M | Buy |
13,215
+2,870
| +28% | +$220K | 0.03% | 377 |
|
2024
Q1 | $793K | Buy |
10,345
+1,467
| +17% | +$112K | 0.03% | 437 |
|
2023
Q4 | $684K | Sell |
8,878
-1,665
| -16% | -$128K | 0.03% | 413 |
|
2023
Q3 | $793K | Sell |
10,543
-428
| -4% | -$32.2K | 0.04% | 321 |
|
2023
Q2 | $829K | Sell |
10,971
-2,021
| -16% | -$153K | 0.04% | 327 |
|
2023
Q1 | $994K | Buy |
12,992
+511
| +4% | +$39.1K | 0.04% | 289 |
|
2022
Q4 | $940K | Buy |
12,481
+4,121
| +49% | +$310K | 0.04% | 288 |
|
2022
Q3 | $626K | Buy |
8,360
+2,448
| +41% | +$183K | 0.04% | 310 |
|
2022
Q2 | $454K | Buy |
5,912
+173
| +3% | +$13.3K | 0.03% | 342 |
|
2022
Q1 | $447K | Buy |
5,739
+1,280
| +29% | +$99.7K | 0.03% | 329 |
|
2021
Q4 | $360K | Sell |
4,459
-5,061
| -53% | -$409K | 0.02% | 400 |
|
2021
Q3 | $780K | Buy |
9,520
+3,966
| +71% | +$325K | 0.05% | 228 |
|
2021
Q2 | $456K | Buy |
5,554
+1,029
| +23% | +$84.5K | 0.03% | 337 |
|
2021
Q1 | $372K | Buy |
4,525
+141
| +3% | +$11.6K | 0.03% | 345 |
|
2020
Q4 | $363K | Sell |
4,384
-261
| -6% | -$21.6K | 0.03% | 290 |
|
2020
Q3 | $386K | Buy |
4,645
+1,072
| +30% | +$89.1K | 0.04% | 240 |
|
2020
Q2 | $297K | Sell |
3,573
-591
| -14% | -$49.1K | 0.04% | 242 |
|
2020
Q1 | $342K | Buy |
4,164
+816
| +24% | +$67K | 0.05% | 201 |
|
2019
Q4 | $270K | Buy |
3,348
+203
| +6% | +$16.4K | 0.03% | 253 |
|
2019
Q3 | $254K | Buy |
3,145
+121
| +4% | +$9.77K | 0.04% | 232 |
|
2019
Q2 | $243K | Buy |
3,024
+2
| +0.1% | +$161 | 0.04% | 242 |
|
2019
Q1 | $241K | Buy |
3,022
+56
| +2% | +$4.47K | 0.04% | 214 |
|
2018
Q4 | $233K | Sell |
2,966
-322
| -10% | -$25.3K | 0.05% | 193 |
|
2018
Q3 | $257K | Buy |
3,288
+26
| +0.8% | +$2.03K | 0.05% | 186 |
|
2018
Q2 | $255K | Buy |
3,262
+2
| +0.1% | +$156 | 0.05% | 187 |
|
2018
Q1 | $256K | Sell |
3,260
-279
| -8% | -$21.9K | 0.06% | 173 |
|
2017
Q4 | $280K | Buy |
3,539
+248
| +8% | +$19.6K | 0.07% | 140 |
|
2017
Q3 | $263K | Buy |
+3,291
| New | +$263K | 0.08% | 124 |
|