Lord & Richards 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	–	Sell	-8,360	Closed	-$654K	–	64
2025 Q1	$654K	Buy	8,360 +2,710	+48%	+$212K	0.74%	39
2024 Q4	$437K	Buy	+5,650	New	+$437K	0.92%	46