Level Wealth Management’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	$2.65M	Buy	33,655 +7,118	+27%	+$560K	1.54%	12
2025 Q1	$2.08M	Buy	26,537 +4,276	+19%	+$335K	1.36%	9
2024 Q4	$1.72M	Buy	+22,261	New	+$1.72M	1.22%	13