Your Advocates Ltd’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.6M | Buy |
211,843
+11,079
| +6% | +$872K | 5.07% | 9 |
|
|
2025
Q4 | $15.8M | Buy |
200,764
+10,206
| +5% | +$805K | 5.16% | 9 |
|
|
2025
Q3 | $15M | Buy |
190,558
+6,498
| +4% | +$511K | 5.04% | 9 |
|
|
2025
Q2 | $14.5M | Buy |
184,060
+3,033
| +2% | +$237K | 5.21% | 9 |
|
|
2025
Q1 | $14.2M | Buy |
181,027
+2,718
| +2% | +$211K | 5.44% | 9 |
|
|
2024
Q4 | $13.8M | Buy |
178,309
+4,643
| +3% | +$360K | 5.48% | 8 |
|
|
2024
Q3 | $13.7M | Buy |
173,666
+1,562
| +0.9% | +$122K | 5.37% | 9 |
|
|
2024
Q2 | $13.2M | Buy |
172,104
+18,100
| +12% | +$1.38M | 5.54% | 8 |
|
|
2024
Q1 | $11.8M | Sell |
154,004
-9,784
| -6% | -$751K | 4.98% | 8 |
|
|
2023
Q4 | $12.6M | Sell |
163,788
-12,311
| -7% | -$932K | 5.08% | 8 |
|
|
2023
Q3 | $13.2M | Buy |
176,099
+1,399
| +0.8% | +$105K | 7.9% | 5 |
|
|
2023
Q2 | $13.2M | Buy |
174,700
+12,809
| +8% | +$976K | 6.77% | 6 |
|
|
2023
Q1 | $12.4M | Sell |
161,891
-3,531
| -2% | -$268K | 6.79% | 7 |
|
|
2022
Q4 | $12.5M | Sell |
165,422
-1,835
| -1% | -$138K | 7.19% | 5 |
|
|
2022
Q3 | $12.5M | Sell |
167,257
-6,181
| -4% | -$472K | 7.5% | 5 |
|
|
2022
Q2 | $13.3M | Buy |
173,438
+3,188
| +2% | +$246K | 7.88% | 3 |
|
|
2022
Q1 | $13.3M | Buy |
170,250
+4,795
| +3% | +$381K | 7.53% | 4 |
|
|
2021
Q4 | $13.4M | Buy |
+165,455
| New | +$13.5M | 7.56% | 5 |
|
|
2020
Q3 | – | Sell |
-102,946
| Closed | -$8.56M | – | 142 |
|
|
2020
Q2 | $8.56M | Buy |
102,946
+14,570
| +16% | +$1.2M | 5.93% | 6 |
|
|
2020
Q1 | $7.26M | Sell |
88,376
-15,519
| -15% | -$1.26M | 6.27% | 10 |
|
|
2019
Q4 | $8.38M | Buy |
+103,895
| New | +$8.38M | 6.62% | 7 |
|
Other funds holding BSV
AF
