ClientFirst 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
$507K Hold
2025
Q1
$504K Hold
2024
Q4
$497K Buy
2023
Q3
$485K Buy
2023
Q2
$263K Buy