Founders Financial Securities’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
2023 Q3	–	Sell	-94,011	Closed	-$7.1M	–	335
2023 Q2	$7.1M	Sell	94,011 -38,567	-29%	-$2.94M	0.94%	28
2023 Q1	$10.1M	Buy	132,578 +9,781	+8%	+$741K	1.46%	15
2022 Q4	$9.24M	Buy	122,797 +9,202	+8%	+$690K	1.45%	11
2022 Q3	$8.5M	Buy	+113,595	New	+$8.68M	1.5%	10
2016 Q2	–	Sell	-39,760	Closed	-$3.21M	–	74
2016 Q1	$3.21M	Buy	39,760 +13,366	+51%	+$1.07M	1.51%	22
2015 Q4	$2.1M	Buy	26,394 +2,595	+11%	+$208K	0.97%	31
2015 Q3	$1.91M	Buy	+23,799	New	+$1.91M	0.95%	32
2015 Q2	–	Sell	-3,935	Closed	-$317K	–	69
2015 Q1	$317K	Buy	3,935 +991	+34%	+$79.5K	0.16%	46
2014 Q4	$235K	Sell	2,944 -52	-2%	-$4.17K	0.14%	56
2014 Q3	$240K	Sell	2,996 -1,126	-27%	-$90.2K	0.15%	52
2014 Q2	$331K	Sell	4,122 -17,266	-81%	-$1.39M	0.22%	43
2014 Q1	$1.71K	Buy	21,388 +8,160	+62%	+$654K	1.15%	22
2013 Q4	$1.06M	Buy	+13,228	New	+$1.06M	0.89%	28