Wela Strategies’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.29M | Sell |
29,008
-142
| -0.5% | -$11.2K | 0.87% | 18 |
|
|
2025
Q2 | $2.29M | Sell |
29,150
-215
| -0.7% | -$16.8K | 0.91% | 18 |
|
|
2025
Q1 | $2.3M | Buy |
+29,365
| New | +$2.28M | 0.97% | 18 |
|
|
2024
Q4 | – | Sell |
-28,016
| Closed | -$2.2M | – | 57 |
|
|
2024
Q3 | $2.2M | Sell |
28,016
-6,568
| -19% | -$512K | 0.96% | 17 |
|
|
2024
Q2 | $2.65M | Buy |
34,584
+675
| +2% | +$51.5K | 1.24% | 18 |
|
|
2024
Q1 | $2.6M | Sell |
33,909
-2,634
| -7% | -$202K | 1.23% | 18 |
|
|
2023
Q4 | $2.81M | Sell |
36,543
-515
| -1% | -$39K | 1.51% | 15 |
|
|
2023
Q3 | $2.79M | Sell |
37,058
-1,176
| -3% | -$88.7K | 1.67% | 15 |
|
|
2023
Q2 | $2.89M | Buy |
38,234
+2,566
| +7% | +$196K | 2.22% | 13 |
|
|
2023
Q1 | $2.73M | Sell |
35,668
-17,191
| -33% | -$1.3M | 1.46% | 16 |
|
|
2022
Q4 | $3.98M | Sell |
52,859
-3,080
| -6% | -$231K | 2.24% | 14 |
|
|
2022
Q3 | $4.18M | Sell |
55,939
-6,958
| -11% | -$532K | 2.83% | 10 |
|
|
2022
Q2 | $4.83M | Sell |
62,897
-975
| -2% | -$75.1K | 2.83% | 11 |
|
|
2022
Q1 | $4.98M | Sell |
63,872
-884
| -1% | -$70.2K | 2.56% | 13 |
|
|
2021
Q4 | $5.23M | Sell |
64,756
-6,826
| -10% | -$555K | 2.59% | 10 |
|
|
2021
Q3 | $5.87M | Buy |
71,582
+1,910
| +3% | +$157K | 3.06% | 9 |
|
|
2021
Q2 | $57.2M | Buy |
69,672
+119
| +0.2% | +$9.79K | 23.18% | 1 |
|
|
2021
Q1 | $5.72M | Buy |
69,553
+27,542
| +66% | +$2.27M | 3.07% | 10 |
|
|
2020
Q4 | $3.48M | Buy |
42,011
+3,978
| +10% | +$330K | 2.01% | 16 |
|
|
2020
Q3 | $3.16M | Sell |
38,033
-286
| -0.7% | -$23.8K | 2.01% | 16 |
|
|
2020
Q2 | $3.19M | Buy |
38,319
+4,640
| +14% | +$384K | 2.03% | 15 |
|
|
2020
Q1 | $2.77M | Sell |
33,679
-3,976
| -11% | -$323K | 2.01% | 15 |
|
|
2019
Q4 | $3.04M | Buy |
37,655
+1,945
| +5% | +$157K | 1.79% | 14 |
|
|
2019
Q3 | $2.88M | Buy |
35,710
+5,002
| +16% | +$403K | 1.78% | 14 |
|
|
2019
Q2 | $2.47M | Buy |
30,708
+240
| +0.8% | +$19.1K | 1.57% | 17 |
|
|
2019
Q1 | $2.73M | Sell |
30,468
-40,232
| -57% | -$3.17M | 1.82% | 17 |
|
|
2018
Q4 | $5.55M | Sell |
70,700
-2,934
| -4% | -$229K | 4.19% | 9 |
|
|
2018
Q3 | $5.75M | Sell |
73,634
-23,748
| -24% | -$1.86M | 4.05% | 9 |
|
|
2018
Q2 | $7.62M | Sell |
97,382
-566
| -0.6% | -$44.2K | 5.67% | 6 |
|
|
2018
Q1 | $7.68M | Buy |
97,948
+9,563
| +11% | +$751K | 6.15% | 6 |
|
|
2017
Q4 | $6.99M | Buy |
88,385
+139
| +0.2% | +$11K | 5.5% | 6 |
|
|
2017
Q3 | $7.04M | Sell |
88,246
-9,718
| -10% | -$777K | 6.62% | 4 |
|
|
2017
Q2 | $7.82M | Sell |
97,964
-1,306
| -1% | -$104K | 7.17% | 5 |
|
|
2017
Q1 | $7.91M | Buy |
+99,270
| New | +$7.9M | 7.76% | 5 |
|
Other funds holding BSV
AF
Wela Strategies's BSV Position: Q3 2025 in Review
Wela Strategies reduced its Vanguard Short-Term Bond ETF (BSV) stake by 0.49% in Q3 2025, selling an estimated $11.2K and leaving 29,008 shares worth $2.29M. The position accounts for 0.87% of the portfolio, ranked #18.
Wela Strategies first reported a position in BSV in Q1 2017 and has held it in 34 quarters since. The position peaked at $57.2M in Q2 2021. 1,213 funds tracked by Wall St. Rank hold BSV as of Q3 2025.
- Wela Strategies held 29,008 shares of Vanguard Short-Term Bond ETF worth $2.29M as of Q3 2025.
- Wela Strategies sold 142 Vanguard Short-Term Bond ETF shares in Q3 2025, an estimated $11.2K.
- Vanguard Short-Term Bond ETF made up 0.87% of Wela Strategies's portfolio in Q3 2025, its #18 holding.
- Wela Strategies first reported a position in Vanguard Short-Term Bond ETF in Q1 2017 and has held it in 34 quarters since.
- Wela Strategies's Vanguard Short-Term Bond ETF position peaked at $57.2M in Q2 2021.
- 1,213 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2025.
Based on Wela Strategies's 13F filing for Q3 2025, filed 24 Oct 2025.