Burkett Financial Services’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
2024 Q2	–	Sell	-28,313	Closed	-$2.17M	–	197
2024 Q1	$2.17M	Buy	28,313 +13,293	+89%	+$1.02M	1.12%	11
2023 Q4	$1.16M	Buy	+15,020	New	+$1.16M	0.64%	14