Klingman & Associates’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
2022 Q2	–	Sell	-6,420	Closed	-$500K	–	196
2022 Q1	$500K	Buy	6,420 +639	+11%	+$50.7K	0.04%	118
2021 Q4	$467K	Hold	5,781	–	–	0.04%	112
2021 Q3	$474K	Buy	5,781 +171	+3%	+$14.1K	0.04%	101
2021 Q2	$461K	Sell	5,610 -1	-0%	-$82	0.04%	103
2021 Q1	$461K	Hold	5,611	–	–	0.05%	99
2020 Q4	$465K	Buy	5,611 +1	+0%	+$83	0.05%	93
2020 Q3	$466K	Hold	5,610	–	–	0.06%	85
2020 Q2	$466K	Hold	5,610	–	–	0.07%	79
2020 Q1	$461K	Hold	5,610	–	–	0.09%	76
2019 Q4	$452K	Buy	+5,610	New	+$453K	0.07%	81
2018 Q4	–	Sell	-2,595	Closed	-$202K	–	108
2018 Q3	$202K	Buy	+2,595	New	+$203K	0.04%	103
2016 Q4	–	Sell	-186	Closed	-$15K	–	127
2016 Q3	$15K	Hold	186	–	–	﹤0.01%	273
2016 Q2	$15K	Hold	186	–	–	﹤0.01%	281
2016 Q1	$15K	Hold	186	–	–	0.01%	279
2015 Q4	$15K	Hold	186	–	–	0.01%	285
2015 Q3	$14K	Hold	186	–	–	0.01%	287
2015 Q2	$15K	Hold	186	–	–	0.01%	277
2015 Q1	$15K	Hold	186	–	–	0.01%	255
2014 Q4	$14K	Buy	+186	New	+$14.9K	0.01%	261