BFA

BMS Financial Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$4.2M	Sell	55,612 -86,105	-61%	-$6.51M	2.74%	7
2023 Q1	$10.8M	Buy	+141,717	New	+$10.8M	7.49%	2
2022 Q4	–	Sell	-203,184	Closed	-$15.2M	–	95
2022 Q3	$15.2M	Buy	+203,184	New	+$15.2M	10.66%	2