Wolff Financial Management’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 | $228K | Buy |
2,892
+54
| +2% | +$4.26K | 0.06% | 91 |
|
|
2025
Q1 | $222K | Buy |
2,838
+17
| +0.6% | +$1.33K | 0.06% | 92 |
|
|
2024
Q4 | $218K | Sell |
2,821
-535
| -16% | -$41.3K | 0.06% | 91 |
|
|
2024
Q3 | $264K | Buy |
+3,356
| New | +$264K | 0.07% | 89 |
|
|
2024
Q2 | – | Sell |
-3,300
| Closed | -$253K | – | 44 |
|
|
2024
Q1 | $253K | Buy |
3,300
+16
| +0.5% | +$1.23K | 0.07% | 90 |
|
|
2023
Q4 | $253K | Buy |
3,284
+32
| +1% | +$2.47K | 0.08% | 87 |
|
|
2023
Q3 | $244K | Buy |
+3,252
| New | +$244K | 0.08% | 84 |
|
|
2023
Q2 | – | Sell |
-3,509
| Closed | -$268K | – | 42 |
|
|
2023
Q1 | $268K | Buy |
3,509
+10
| +0.3% | +$764 | 0.09% | 85 |
|
|
2022
Q4 | $263K | Sell |
3,499
-3,133
| -47% | -$235K | 0.1% | 85 |
|
|
2022
Q3 | $496K | Sell |
6,632
-391
| -6% | -$29.2K | 0.23% | 63 |
|
|
2022
Q2 | $539K | Buy |
7,023
+143
| +2% | +$11K | 0.24% | 61 |
|
|
2022
Q1 | $536K | Sell |
6,880
-105
| -2% | -$8.18K | 0.21% | 69 |
|
|
2021
Q4 | $565K | Buy |
+6,985
| New | +$565K | 0.21% | 65 |
|
|
2021
Q1 | $565K | Buy |
6,872
+10
| +0.1% | +$822 | 0.26% | 59 |
|
|
2020
Q4 | $569K | Sell |
6,862
-914
| -12% | -$75.8K | 0.3% | 54 |
|
|
2020
Q3 | $646K | Sell |
7,776
-6
| -0.1% | -$498 | 0.38% | 47 |
|
|
2020
Q2 | $647K | Buy |
7,782
+2,263
| +41% | +$188K | 0.41% | 45 |
|
|
2020
Q1 | $454K | Buy |
5,519
+433
| +9% | +$35.6K | 0.34% | 52 |
|
|
2019
Q4 | $410K | Sell |
5,086
-180
| -3% | -$14.5K | 0.27% | 59 |
|
|
2019
Q3 | $425K | Buy |
5,266
+326
| +7% | +$26.3K | 0.31% | 56 |
|
|
2019
Q2 | $398K | Buy |
4,940
+6
| +0.1% | +$483 | 0.31% | 58 |
|
|
2019
Q1 | $393K | Sell |
4,934
-3
| -0.1% | -$239 | 0.33% | 57 |
|
|
2018
Q4 | $388K | Buy |
+4,937
| New | +$388K | 0.38% | 52 |
|