Cherry Tree 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
2025
Q2
$8.9M Sell
2025
Q1
$8.97M Buy
2024
Q4
$8.52M Sell
2024
Q3
$9.11M Sell
2024
Q2
$9.21M Buy
2024
Q1
$8.86M Buy
2023
Q4
$8.75M Sell
2023
Q3
$8.56M Sell
2023
Q2
$9.13M Buy