Certified Advisory Corp’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 Q1	–	Sell	-2,700	Closed	-$203K	–	276
2022 Q4	$203K	Sell	2,700 -54	-2%	-$4.05K	0.04%	225
2022 Q3	$206K	Buy	+2,754	New	+$210K	0.05%	208
2022 Q2	–	Sell	-4,414	Closed	-$344K	–	236
2022 Q1	$344K	Sell	4,414 -15,527	-78%	-$1.23M	0.07%	174
2021 Q4	$1.61M	Sell	19,941 -8,944	-31%	-$727K	0.36%	76
2021 Q3	$2.37M	Buy	28,885 +4,124	+17%	+$339K	0.58%	47
2021 Q2	$2.03M	Buy	24,761 +1,147	+5%	+$94.4K	0.51%	51
2021 Q1	$1.94M	Buy	+23,614	New	+$1.95M	0.5%	51
2020 Q2	$1.93M	Buy	23,204 +13,600	+142%	+$1.12M	0.64%	40
2020 Q1	$789K	Buy	9,604 +4,303	+81%	+$349K	0.31%	81
2019 Q4	$427K	Buy	5,301 +3,210	+154%	+$259K	0.14%	131
2019 Q3	$169K	Buy	2,091 +1,306	+166%	+$105K	0.06%	196
2019 Q2	$63K	Sell	785 -125	-14%	-$9.97K	0.02%	285
2019 Q1	$72K	Hold	910	–	–	0.03%	253
2018 Q4	$71K	Buy	910 +144	+19%	+$11.2K	0.04%	231
2018 Q3	$60K	Hold	766	–	–	0.03%	272
2018 Q2	$60K	Hold	766	–	–	0.03%	257
2018 Q1	$60K	Buy	766 +368	+92%	+$28.9K	0.04%	245
2017 Q4	$31K	Buy	+398	New	+$31.6K	0.02%	295