ZF
Zhang Financial’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $576K | Buy |
7,319
+4
| +0.1% | +$315 | 0.03% | 192 |
|
|
2025
Q1 | $573K | Buy |
+7,315
| New | +$573K | 0.03% | 198 |
|
|
2024
Q1 | – | Sell |
-2,813
| Closed | -$217K | – | 267 |
|
|
2023
Q4 | $217K | Sell |
2,813
-3,568
| -56% | -$275K | 0.02% | 240 |
|
|
2023
Q3 | $480K | Sell |
6,381
-1,434
| -18% | -$108K | 0.05% | 161 |
|
|
2023
Q2 | $591K | Sell |
7,815
-7,509
| -49% | -$567K | 0.06% | 147 |
|
|
2023
Q1 | $1.17M | Buy |
15,324
+4,487
| +41% | +$343K | 0.13% | 93 |
|
|
2022
Q4 | $816K | Buy |
10,837
+1,397
| +15% | +$105K | 0.1% | 115 |
|
|
2022
Q3 | $707K | Sell |
9,440
-2,089
| -18% | -$156K | 0.11% | 103 |
|
|
2022
Q2 | $885K | Buy |
11,529
+14
| +0.1% | +$1.08K | 0.14% | 87 |
|
|
2022
Q1 | $897K | Buy |
11,515
+271
| +2% | +$21.1K | 0.15% | 90 |
|
|
2021
Q4 | $909K | Sell |
11,244
-303
| -3% | -$24.5K | 0.16% | 82 |
|
|
2021
Q3 | $947K | Buy |
11,547
+12
| +0.1% | +$984 | 0.22% | 59 |
|
|
2021
Q2 | $948K | Buy |
11,535
+251
| +2% | +$20.6K | 0.23% | 49 |
|
|
2021
Q1 | $928K | Buy |
11,284
+484
| +4% | +$39.8K | 0.25% | 47 |
|
|
2020
Q4 | $894K | Sell |
10,800
-558
| -5% | -$46.2K | 0.28% | 37 |
|
|
2020
Q3 | $942K | Buy |
11,358
+1,353
| +14% | +$112K | 0.34% | 34 |
|
|
2020
Q2 | $832K | Sell |
10,005
-580
| -5% | -$48.2K | 0.32% | 32 |
|
|
2020
Q1 | $872K | Buy |
10,585
+4,007
| +61% | +$330K | 0.39% | 30 |
|
|
2019
Q4 | $530K | Sell |
6,578
-245
| -4% | -$19.7K | 0.2% | 56 |
|
|
2019
Q3 | $551K | Hold |
6,823
| – | – | 0.23% | 50 |
|
|
2019
Q2 | $550K | Sell |
6,823
-1,682
| -20% | -$136K | 0.23% | 54 |
|
|
2019
Q1 | $677K | Hold |
8,505
| – | – | 0.29% | 42 |
|
|
2018
Q4 | $668K | Sell |
8,505
-12,753
| -60% | -$1M | 0.32% | 37 |
|
|
2018
Q3 | $1.66M | Buy |
21,258
+2,912
| +16% | +$227K | 0.79% | 20 |
|
|
2018
Q2 | $1.43M | Sell |
18,346
-1,654
| -8% | -$129K | 0.73% | 21 |
|
|
2018
Q1 | $1.57M | Buy |
20,000
+329
| +2% | +$25.8K | 0.82% | 19 |
|
|
2017
Q4 | $1.55M | Buy |
19,671
+1,325
| +7% | +$105K | 0.76% | 19 |
|
|
2017
Q3 | $1.46M | Sell |
18,346
-124
| -0.7% | -$9.89K | 0.74% | 20 |
|
|
2017
Q2 | $1.47M | Sell |
18,470
-1,201
| -6% | -$95.8K | 0.78% | 18 |
|
|
2017
Q1 | $1.55M | Buy |
19,671
+1,185
| +6% | +$93.6K | 0.77% | 19 |
|
|
2016
Q4 | $1.47M | Sell |
18,486
-48
| -0.3% | -$3.82K | 0.8% | 19 |
|
|
2016
Q3 | $1.5M | Sell |
18,534
-392
| -2% | -$31.7K | 0.82% | 20 |
|
|
2016
Q2 | $1.53M | Sell |
18,926
-568
| -3% | -$46K | 0.84% | 21 |
|
|
2016
Q1 | $1.57M | Sell |
19,494
-402
| -2% | -$32.4K | 0.89% | 21 |
|
|
2015
Q4 | $1.58M | Buy |
19,896
+169
| +0.9% | +$13.4K | 0.95% | 21 |
|
|
2015
Q3 | $1.59M | Sell |
19,727
-1,744
| -8% | -$140K | 1.01% | 19 |
|
|
2015
Q2 | $1.72M | Sell |
21,471
-2,458
| -10% | -$197K | 1.11% | 17 |
|
|
2015
Q1 | $1.93M | Buy |
23,929
+3
| +0% | +$242 | 1.21% | 17 |
|
|
2014
Q4 | $1.91M | Buy |
23,926
+1,548
| +7% | +$124K | 1.24% | 18 |
|
|
2014
Q3 | $1.79M | Buy |
22,378
+3
| +0% | +$240 | 1.22% | 18 |
|
|
2014
Q2 | $1.8M | Buy |
22,375
+4
| +0% | +$321 | 1.21% | 17 |
|
|
2014
Q1 | $1.79M | Buy |
22,371
+3
| +0% | +$240 | 1.29% | 17 |
|
|
2013
Q4 | $1.79M | Buy |
22,368
+5
| +0% | +$400 | 1.35% | 16 |
|
|
2013
Q3 | $1.8M | Buy |
22,363
+3
| +0% | +$241 | 1.45% | 14 |
|
|
2013
Q2 | $1.79M | Buy |
+22,360
| New | +$1.79M | 1.54% | 13 |
|