MGWM
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Marks Group Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-18,620
Closed -$1.46M 298
2025
Q1
$1.46M Buy
+18,620
New +$1.46M 0.14% 147