Envision Financial Planning’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
2025
Q2
$1.04M Buy
13,252
+3,909
+42% +$308K 0.49% 30
2025
Q1
$731K Buy
9,343
+3,571
+62% +$280K 0.37% 29
2024
Q4
$446K Buy
5,772
+3,126
+118% +$242K 0.23% 30
2024
Q3
$208K Buy
+2,646
New +$208K 0.11% 36