WealthPLAN 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 | $260K | Sell |
3,310
-55
| -2% | -$4.33K | 0.04% | 233 |
|
|
2025
Q1 | $263K | Buy |
3,365
+55
| +2% | +$4.31K | 0.04% | 223 |
|
|
2024
Q4 | $256K | Sell |
3,310
-303
| -8% | -$23.4K | 0.04% | 221 |
|
|
2024
Q3 | $284K | Sell |
3,613
-1,635
| -31% | -$129K | 0.04% | 230 |
|
|
2024
Q2 | $403K | Buy |
5,248
+1,635
| +45% | +$125K | 0.04% | 224 |
|
|
2024
Q1 | $277K | Hold |
3,613
| – | – | 0.03% | 267 |
|
|
2023
Q4 | $278K | Sell |
3,613
-148
| -4% | -$11.4K | 0.03% | 273 |
|
|
2023
Q3 | $283K | Buy |
3,761
+122
| +3% | +$9.17K | 0.03% | 268 |
|
|
2023
Q2 | $275K | Sell |
3,639
-43
| -1% | -$3.25K | 0.04% | 252 |
|
|
2023
Q1 | $282K | Sell |
3,682
-357
| -9% | -$27.3K | 0.03% | 259 |
|
|
2022
Q4 | $304K | Buy |
+4,039
| New | +$304K | 0.02% | 312 |
|
|
2022
Q1 | $969K | Sell |
12,577
-1,704
| -12% | -$131K | 0.07% | 174 |
|
|
2021
Q4 | $1.14M | Sell |
14,281
-560
| -4% | -$44.8K | 0.08% | 165 |
|
|
2021
Q3 | $1.2M | Buy |
14,841
+5,537
| +60% | +$449K | 0.08% | 155 |
|
|
2021
Q2 | $764K | Buy |
9,304
+2,633
| +39% | +$216K | 0.05% | 182 |
|
|
2021
Q1 | $549K | Buy |
6,671
+2,352
| +54% | +$194K | 0.04% | 216 |
|
|
2020
Q4 | $357K | Buy |
+4,319
| New | +$357K | 0.03% | 248 |
|
|
2017
Q4 | – | Sell |
-15,379
| Closed | -$1.23M | – | 220 |
|
|
2017
Q3 | $1.23M | Buy |
15,379
+2,848
| +23% | +$227K | 0.34% | 64 |
|
|
2017
Q2 | $1M | Buy |
+12,531
| New | +$1M | 0.29% | 73 |
|
|
2016
Q3 | $4.35K | Sell |
54
-255
| -83% | -$20.6K | ﹤0.01% | 746 |
|
|
2016
Q2 | $4.4K | Buy |
+309
| New | +$4.4K | ﹤0.01% | 2027 |
|
|
2015
Q4 | $7.66K | Buy |
+288
| New | +$7.66K | ﹤0.01% | 1232 |
|