BerganKDV Wealth Management’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
2023 Q2	$28.1K	Sell	372 -1,276	-77%	-$97.2K	﹤0.01%	453
2023 Q1	$126K	Buy	1,648 +234	+17%	+$17.7K	0.01%	285
2022 Q4	$106K	Buy	1,414 +200	+16%	+$15K	0.01%	301
2022 Q3	$91K	Sell	1,214 -15,048	-93%	-$1.15M	0.01%	300
2022 Q2	$1.25M	Buy	16,262 +1,093	+7%	+$84.2K	0.14%	115
2022 Q1	$1.18M	Buy	15,169 +543	+4%	+$43.1K	0.13%	120
2021 Q4	$1.18M	Buy	14,626 +920	+7%	+$74.8K	0.12%	117
2021 Q3	$1.12M	Buy	13,706 +2,760	+25%	+$227K	0.13%	120
2021 Q2	$899K	Buy	10,946 +1,977	+22%	+$163K	0.11%	124
2021 Q1	$737K	Buy	+8,969	New	+$740K	0.09%	135
2020 Q2	–	Sell	-191	Closed	-$16K	–	969
2020 Q1	$16K	Hold	191	–	–	﹤0.01%	440
2019 Q4	$15K	Hold	191	–	–	﹤0.01%	483
2019 Q3	$15K	Hold	191	–	–	﹤0.01%	464
2019 Q2	$15K	Hold	191	–	–	﹤0.01%	462
2019 Q1	$15K	Hold	191	–	–	﹤0.01%	464
2018 Q4	$15K	Buy	+191	New	+$14.9K	﹤0.01%	419
2017 Q4	–	Sell	-2,891	Closed	-$231K	–	202
2017 Q3	$231K	Buy	2,891 +49	+2%	+$3.92K	0.06%	176
2017 Q2	$227K	Hold	2,842	–	–	0.06%	156
2017 Q1	$227K	Buy	2,842 +177	+7%	+$14.1K	0.07%	155
2016 Q4	$212K	Buy	+2,665	New	+$213K	0.07%	155