Foundation Wealth Management (Pennsylvania)’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	$8.16M	Sell	103,739 -780	-0.7%	-$61.4K	3.53%	7
2025 Q1	$8.18M	Sell	104,519 -998	-0.9%	-$78.1K	3.89%	7
2024 Q4	$8.15M	Buy	+105,517	New	+$8.15M	3.95%	6