Woodward Diversified Capital’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 | $2.1M | Buy |
26,633
+13,771
| +107% | +$1.08M | 1.06% | 16 |
|
|
2025
Q1 | $1.01M | Buy |
12,862
+6,589
| +105% | +$516K | 0.71% | 32 |
|
|
2024
Q4 | $485K | Buy |
+6,273
| New | +$485K | 0.36% | 64 |
|
|
2023
Q4 | – | Sell |
-44,002
| Closed | -$3.31M | – | 159 |
|
|
2023
Q3 | $3.31M | Buy |
44,002
+4,384
| +11% | +$330K | 2.38% | 6 |
|
|
2023
Q2 | $2.99M | Sell |
39,618
-33,843
| -46% | -$2.56M | 2.26% | 6 |
|
|
2023
Q1 | $5.62M | Sell |
73,461
-9,142
| -11% | -$699K | 4.42% | 5 |
|
|
2022
Q4 | $6.22M | Sell |
82,603
-86,610
| -51% | -$6.52M | 5.01% | 4 |
|
|
2022
Q3 | $12.7M | Buy |
169,213
+58,384
| +53% | +$4.37M | 10.43% | 1 |
|
|
2022
Q2 | $8.51M | Buy |
110,829
+42,188
| +61% | +$3.24M | 6.51% | 2 |
|
|
2022
Q1 | $5.35M | Buy |
68,641
+63,849
| +1,332% | +$4.97M | 3.5% | 5 |
|
|
2021
Q4 | $387K | Buy |
4,792
+1,445
| +43% | +$117K | 0.23% | 112 |
|
|
2021
Q3 | $274K | Sell |
3,347
-507
| -13% | -$41.5K | 0.17% | 142 |
|
|
2021
Q2 | $317K | Sell |
3,854
-990
| -20% | -$81.4K | 0.18% | 135 |
|
|
2021
Q1 | $398K | Sell |
4,844
-134
| -3% | -$11K | 0.23% | 104 |
|
|
2020
Q4 | $413K | Buy |
+4,978
| New | +$413K | 0.27% | 84 |
|