WealthShield 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 | $96.7K | Buy |
1,229
+32
| +3% | +$2.52K | 0.01% | 386 |
|
|
2025
Q1 | $93.7K | Buy |
1,197
+30
| +3% | +$2.35K | 0.01% | 373 |
|
|
2024
Q4 | $90.2K | Buy |
1,167
+13
| +1% | +$1.01K | 0.01% | 350 |
|
|
2024
Q3 | $90.8K | Buy |
1,154
+2
| +0.2% | +$157 | 0.01% | 358 |
|
|
2024
Q2 | $88.4K | Buy |
1,152
+899
| +355% | +$69K | 0.01% | 332 |
|
|
2024
Q1 | $19.4K | Sell |
253
-588
| -70% | -$45.1K | ﹤0.01% | 401 |
|
|
2023
Q4 | $64.8K | Sell |
841
-6
| -0.7% | -$462 | 0.01% | 347 |
|
|
2023
Q3 | $63.7K | Sell |
847
-519
| -38% | -$39K | 0.01% | 363 |
|
|
2023
Q2 | $103K | Sell |
1,366
-2,352
| -63% | -$178K | 0.02% | 339 |
|
|
2023
Q1 | $284K | Buy |
3,718
+377
| +11% | +$28.8K | 0.05% | 259 |
|
|
2022
Q4 | $252K | Buy |
3,341
+656
| +24% | +$49.4K | 0.05% | 258 |
|
|
2022
Q3 | $201K | Buy |
+2,685
| New | +$201K | 0.04% | 282 |
|
|
2021
Q3 | – | Sell |
-3,314
| Closed | -$272K | – | 301 |
|
|
2021
Q2 | $272K | Buy |
3,314
+828
| +33% | +$68K | 0.04% | 217 |
|
|
2021
Q1 | $204K | Sell |
2,486
-1,372
| -36% | -$113K | 0.04% | 253 |
|
|
2020
Q4 | $320K | Buy |
3,858
+194
| +5% | +$16.1K | 0.06% | 228 |
|
|
2020
Q3 | $304K | Buy |
3,664
+2,254
| +160% | +$187K | 0.11% | 190 |
|
|
2020
Q2 | $117K | Buy |
1,410
+425
| +43% | +$35.3K | 0.05% | 217 |
|
|
2020
Q1 | $81K | Sell |
985
-1,200
| -55% | -$98.7K | 0.05% | 175 |
|
|
2019
Q4 | $176K | Hold |
2,185
| – | – | 0.09% | 182 |
|
|
2019
Q3 | $177K | Hold |
2,185
| – | – | 0.09% | 170 |
|
|
2019
Q2 | $176K | Sell |
2,185
-3
| -0.1% | -$242 | 0.1% | 149 |
|
|
2019
Q1 | $174K | Sell |
2,188
-3,836
| -64% | -$305K | 0.1% | 152 |
|
|
2018
Q4 | $473K | Sell |
6,024
-636
| -10% | -$49.9K | 0.32% | 63 |
|
|
2018
Q3 | $520K | Sell |
6,660
-104
| -2% | -$8.12K | 0.3% | 60 |
|
|
2018
Q2 | $529K | Hold |
6,764
| – | – | 0.32% | 55 |
|
|
2018
Q1 | $531K | Hold |
6,764
| – | – | 0.34% | 54 |
|
|
2017
Q4 | $535K | Buy |
+6,764
| New | +$535K | 0.33% | 63 |
|