WhitTier Trust Company’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 | $356K | Sell |
4,523
-1,901
| -30% | -$150K | 0.01% | 433 |
|
|
2025
Q1 | $503K | Sell |
6,424
-1,125
| -15% | -$88.1K | 0.01% | 384 |
|
|
2024
Q4 | $583K | Sell |
7,549
-500
| -6% | -$38.6K | 0.01% | 348 |
|
|
2024
Q3 | $633K | Hold |
8,049
| – | – | 0.02% | 329 |
|
|
2024
Q2 | $617K | Sell |
8,049
-2,451
| -23% | -$188K | 0.02% | 326 |
|
|
2024
Q1 | $805K | Sell |
10,500
-3,302
| -24% | -$253K | 0.02% | 297 |
|
|
2023
Q4 | $1.06M | Sell |
13,802
-2,482
| -15% | -$191K | 0.03% | 271 |
|
|
2023
Q3 | $1.22M | Sell |
16,284
-6,137
| -27% | -$461K | 0.04% | 259 |
|
|
2023
Q2 | $1.69M | Sell |
22,421
-1,745
| -7% | -$132K | 0.06% | 227 |
|
|
2023
Q1 | $1.85M | Sell |
24,166
-4,239
| -15% | -$324K | 0.07% | 211 |
|
|
2022
Q4 | $2.14M | Buy |
28,405
+1,177
| +4% | +$88.6K | 0.08% | 190 |
|
|
2022
Q3 | $2.04M | Sell |
27,228
-11,459
| -30% | -$857K | 0.09% | 194 |
|
|
2022
Q2 | $2.97M | Sell |
38,687
-8,079
| -17% | -$620K | 0.12% | 156 |
|
|
2022
Q1 | $3.64M | Sell |
46,766
-1,360
| -3% | -$106K | 0.13% | 148 |
|
|
2021
Q4 | $3.89M | Sell |
48,126
-370
| -0.8% | -$29.9K | 0.14% | 139 |
|
|
2021
Q3 | $3.97M | Buy |
48,496
+141
| +0.3% | +$11.6K | 0.16% | 127 |
|
|
2021
Q2 | $3.97M | Sell |
48,355
-1,626
| -3% | -$134K | 0.17% | 125 |
|
|
2021
Q1 | $4.11M | Sell |
49,981
-3,004
| -6% | -$247K | 0.18% | 120 |
|
|
2020
Q4 | $4.39M | Buy |
52,985
+1,401
| +3% | +$116K | 0.22% | 107 |
|
|
2020
Q3 | $4.28M | Sell |
51,584
-2,041
| -4% | -$170K | 0.25% | 99 |
|
|
2020
Q2 | $4.46M | Sell |
53,625
-6,893
| -11% | -$573K | 0.28% | 89 |
|
|
2020
Q1 | $4.97M | Buy |
60,518
+531
| +0.9% | +$43.6K | 0.38% | 70 |
|
|
2019
Q4 | $4.84M | Buy |
59,987
+646
| +1% | +$52.1K | 0.31% | 87 |
|
|
2019
Q3 | $4.79M | Sell |
59,341
-1,745
| -3% | -$141K | 0.33% | 84 |
|
|
2019
Q2 | $4.92M | Buy |
61,086
+19,700
| +48% | +$1.59M | 0.35% | 80 |
|
|
2019
Q1 | $3.29M | Buy |
41,386
+11,631
| +39% | +$926K | 0.24% | 103 |
|
|
2018
Q4 | $2.34M | Buy |
29,755
+19,242
| +183% | +$1.51M | 0.19% | 112 |
|
|
2018
Q3 | $820K | Buy |
10,513
+9,833
| +1,446% | +$767K | 0.06% | 211 |
|
|
2018
Q2 | $53K | Buy |
680
+450
| +196% | +$35.1K | ﹤0.01% | 598 |
|
|
2018
Q1 | $18K | Hold |
230
| – | – | ﹤0.01% | 768 |
|
|
2017
Q4 | $18K | Hold |
230
| – | – | ﹤0.01% | 729 |
|
|
2017
Q3 | $18K | Hold |
230
| – | – | ﹤0.01% | 717 |
|
|
2017
Q2 | $18K | Hold |
230
| – | – | ﹤0.01% | 712 |
|
|
2017
Q1 | $18K | Hold |
230
| – | – | ﹤0.01% | 706 |
|
|
2016
Q4 | $18K | Hold |
230
| – | – | ﹤0.01% | 696 |
|
|
2016
Q3 | $19K | Hold |
230
| – | – | ﹤0.01% | 688 |
|
|
2016
Q2 | $19K | Hold |
230
| – | – | ﹤0.01% | 686 |
|
|
2016
Q1 | $19K | Hold |
230
| – | – | ﹤0.01% | 686 |
|
|
2015
Q4 | $18K | Hold |
230
| – | – | ﹤0.01% | 688 |
|
|
2015
Q3 | $18K | Hold |
230
| – | – | ﹤0.01% | 698 |
|
|
2015
Q2 | $18K | Hold |
230
| – | – | ﹤0.01% | 723 |
|
|
2015
Q1 | $19K | Hold |
230
| – | – | ﹤0.01% | 714 |
|
|
2014
Q4 | $18K | Hold |
230
| – | – | ﹤0.01% | 715 |
|
|
2014
Q3 | $18K | Hold |
230
| – | – | ﹤0.01% | 714 |
|
|
2014
Q2 | $18K | Hold |
230
| – | – | ﹤0.01% | 730 |
|
|
2014
Q1 | $18K | Hold |
230
| – | – | ﹤0.01% | 753 |
|
|
2013
Q4 | $18K | Hold |
230
| – | – | ﹤0.01% | 704 |
|
|
2013
Q3 | $18K | Hold |
230
| – | – | ﹤0.01% | 689 |
|
|
2013
Q2 | $18K | Buy |
+230
| New | +$18K | ﹤0.01% | 656 |
|