Aegis Wealth 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
$797K Hold
10,181
0.48% 44
2025
Q1
$797K Buy
10,181
+1,438
+16% +$113K 0.47% 46
2024
Q4
$676K Buy
+8,743
New +$676K 0.46% 41