Congress Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Congress Wealth Management’s Portfolio BSV Stock Details BSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$72.3M	Buy
2025 Q1	$3.89M	Buy
2024 Q4	$3.14M	Buy
2024 Q3	$3.18M	Buy
2024 Q2	$304K	Buy
2024 Q1	$223K	Buy
2023 Q4	$223K	Buy
2023 Q3	$217K	Buy
2022 Q1	–	Sell
2021 Q4	$216K	Buy