LWM
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Lighthouse Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Lighthouse Wealth Management’s Portfolio BSV Stock Details BSV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$816K Sell
10,363
-836
-7% -$65.8K 0.71% 26
2025
Q1 		$877K Sell
11,199
-825
-7% -$64.6K 0.8% 19
2024
Q4 		$929K Buy
+12,024
New +$929K 0.85% 20