Fiduciary 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
2025
Q2
$382K Buy
4,875
+223
+5% +$17.5K 0.07% 175
2025
Q1
$363K Buy
4,652
+484
+12% +$37.7K 0.08% 151
2024
Q4
$321K Buy
4,168
+1,394
+50% +$107K 0.07% 171
2024
Q3
$216K Buy
2,774
+8
+0.3% +$624 0.05% 247
2024
Q2
$214K Buy
+2,766
New +$214K 0.05% 246