Aquire Wealth Advisors’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
2025 Q2	–	Sell	-23,309	Closed	-$1.82M	–	47
2025 Q1	$1.82M	Sell	23,309 -15,472	-40%	-$1.2M	0.56%	21
2024 Q4	$3M	Sell	38,781 -3,214	-8%	-$249K	0.93%	15
2024 Q3	$3.3M	Sell	41,995 -5	-0%	-$389	1.04%	15
2024 Q2	$3.22M	Buy	42,000 +339	+0.8%	+$25.9K	1.08%	16
2024 Q1	$3.19M	Buy	41,661 +123	+0.3%	+$9.44K	1.12%	16
2023 Q4	$3.2M	Buy	41,538 +296	+0.7%	+$22.4K	1.22%	16
2023 Q3	$3.1M	Buy	41,242 +498	+1%	+$37.5K	1.29%	16
2023 Q2	$3.08M	Buy	40,744 +87	+0.2%	+$6.63K	1.23%	16
2023 Q1	$3.11M	Buy	40,657 +181	+0.4%	+$13.7K	1.36%	16
2022 Q4	$3.05M	Buy	40,476 +301	+0.7%	+$22.6K	1.52%	17
2022 Q3	$3.01M	Buy	40,175 +187	+0.5%	+$14.3K	1.75%	18
2022 Q2	$3.07M	Sell	39,988 -2,697	-6%	-$208K	1.79%	18
2022 Q1	$3.33M	Buy	42,685 +65	+0.2%	+$5.16K	1.77%	17
2021 Q4	$3.44M	Buy	+42,620	New	+$3.47M	1.8%	17