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