Wescott Financial Advisory Group’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 | $3.31M | Sell |
42,015
-632
| -1% | -$49.7K | 0.32% | 47 |
|
|
2025
Q1 | $3.34M | Sell |
42,647
-3,100
| -7% | -$243K | 0.35% | 44 |
|
|
2024
Q4 | $3.53M | Sell |
45,747
-6,814
| -13% | -$527K | 0.37% | 43 |
|
|
2024
Q3 | $4.14M | Sell |
52,561
-5,224
| -9% | -$411K | 0.44% | 40 |
|
|
2024
Q2 | $4.43M | Buy |
57,785
+219
| +0.4% | +$16.8K | 0.51% | 33 |
|
|
2024
Q1 | $4.41M | Sell |
57,566
-4,510
| -7% | -$346K | 0.55% | 34 |
|
|
2023
Q4 | $4.78M | Sell |
62,076
-5,752
| -8% | -$443K | 0.67% | 29 |
|
|
2023
Q3 | $5.1M | Buy |
67,828
+8,220
| +14% | +$618K | 0.93% | 23 |
|
|
2023
Q2 | $4.5M | Sell |
59,608
-2,223
| -4% | -$168K | 0.8% | 26 |
|
|
2023
Q1 | $4.73M | Sell |
61,831
-1,413
| -2% | -$108K | 1.03% | 23 |
|
|
2022
Q4 | $4.76M | Sell |
63,244
-16,132
| -20% | -$1.21M | 1.03% | 21 |
|
|
2022
Q3 | $5.94M | Sell |
79,376
-3,862
| -5% | -$289K | 1.65% | 13 |
|
|
2022
Q2 | $6.39M | Buy |
+83,238
| New | +$6.39M | 1.74% | 14 |
|