World Equity 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 | $529K | Sell |
6,723
-918
| -12% | -$72.2K | 0.14% | 153 |
|
2025
Q1 | $598K | Sell |
7,641
-6,233
| -45% | -$488K | 0.17% | 127 |
|
2024
Q4 | $1.07M | Buy |
+13,874
| New | +$1.07M | 0.23% | 97 |
|
2024
Q3 | – | Sell |
-2,632
| Closed | -$202K | – | 270 |
|
2024
Q2 | $202K | Sell |
2,632
-2,624
| -50% | -$201K | 0.06% | 259 |
|
2024
Q1 | $403K | Sell |
5,256
-1,418
| -21% | -$109K | 0.08% | 210 |
|
2023
Q4 | $516K | Buy |
6,674
+650
| +11% | +$50.3K | 0.1% | 188 |
|
2023
Q3 | $457K | Buy |
6,024
+1,576
| +35% | +$119K | 0.09% | 215 |
|
2023
Q2 | $336K | Sell |
4,448
-64,060
| -94% | -$4.84M | 0.1% | 234 |
|
2023
Q1 | $5.08M | Buy |
68,508
+30,926
| +82% | +$2.29M | 0.76% | 22 |
|
2022
Q4 | $2.83M | Sell |
37,582
-103
| -0.3% | -$7.75K | 0.67% | 39 |
|
2022
Q3 | $2.82M | Sell |
37,685
-502
| -1% | -$37.6K | 0.71% | 37 |
|
2022
Q2 | $2.93M | Buy |
38,187
+1,170
| +3% | +$89.8K | 0.74% | 29 |
|
2022
Q1 | $2.88M | Buy |
+37,017
| New | +$2.88M | 0.62% | 33 |
|