Wealthspire Advisors (New York)’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 | $9.65M | Sell |
122,642
-94,770
| -44% | -$7.46M | 0.05% | 119 |
|
|
2025
Q1 | $17M | Buy |
217,412
+103,809
| +91% | +$8.13M | 0.1% | 84 |
|
|
2024
Q4 | $8.78M | Sell |
113,603
-9,535
| -8% | -$737K | 0.09% | 114 |
|
|
2024
Q3 | $9.69M | Sell |
123,138
-8,730
| -7% | -$687K | 0.1% | 105 |
|
|
2024
Q2 | $10.1M | Buy |
131,868
+18,592
| +16% | +$1.43M | 0.13% | 76 |
|
|
2024
Q1 | $8.68M | Buy |
113,276
+3,193
| +3% | +$245K | 0.12% | 84 |
|
|
2023
Q4 | $8.48M | Sell |
110,083
-2,565
| -2% | -$198K | 0.12% | 80 |
|
|
2023
Q3 | $8.47M | Sell |
112,648
-2,959
| -3% | -$222K | 0.14% | 74 |
|
|
2023
Q2 | $8.74M | Sell |
115,607
-6,780
| -6% | -$512K | 0.14% | 74 |
|
|
2023
Q1 | $9.36M | Sell |
122,387
-27,855
| -19% | -$2.13M | 0.16% | 68 |
|
|
2022
Q4 | $11.3M | Buy |
150,242
+18,796
| +14% | +$1.41M | 0.21% | 62 |
|
|
2022
Q3 | $9.84M | Buy |
131,446
+65,071
| +98% | +$4.87M | 0.21% | 64 |
|
|
2022
Q2 | $5.1M | Buy |
66,375
+42,458
| +178% | +$3.26M | 0.11% | 87 |
|
|
2022
Q1 | $1.86M | Buy |
23,917
+3,959
| +20% | +$308K | 0.04% | 131 |
|
|
2021
Q4 | $1.61M | Buy |
19,958
+3,068
| +18% | +$248K | 0.04% | 168 |
|
|
2021
Q3 | $1.38M | Buy |
16,890
+5,156
| +44% | +$422K | 0.03% | 209 |
|
|
2021
Q2 | $964K | Sell |
11,734
-1,279
| -10% | -$105K | 0.03% | 164 |
|
|
2021
Q1 | $1.07M | Buy |
13,013
+984
| +8% | +$80.9K | 0.03% | 254 |
|
|
2020
Q4 | $997K | Buy |
+12,029
| New | +$997K | 0.03% | 204 |
|
|
2020
Q2 | – | Sell |
-6,498
| Closed | -$534K | – | 305 |
|
|
2020
Q1 | $534K | Buy |
+6,498
| New | +$534K | 0.02% | 283 |
|