Cornerstone Planning Group’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
$223K Sell
2025
Q1
$300K Buy
2024
Q4
$216K Sell
2024
Q3
$242K Sell
2024
Q2
$383K Sell
2024
Q1
$457K Sell
2023
Q4
$645K Sell
2023
Q3
$891K Sell
2023
Q2
$1.04M Buy
2022
Q4
$1.47M Buy