Ehrlich Financial Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-4,218
Closed -$323K 102
2024
Q1
$323K Sell
4,218
-2,404
-36% -$184K 0.27% 73
2023
Q4
$510K Buy
+6,622
New +$510K 0.51% 51