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CogentBlue Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.97M Sell
25,029
-8,558
-25% -$674K 1.51% 19
2025
Q1
$2.63M Sell
33,587
-1,213
-3% -$95K 2.31% 12
2024
Q4
$2.69M Buy
+34,800
New +$2.69M 2.37% 12