Merkkuri Wealth Advisors’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
Q1
Sell
-9,378
Closed -$725K 83
2024
Q4
$725K Buy
9,378
+907
+11% +$70.1K 0.57% 41
2024
Q3
$667K Buy
8,471
+1,271
+18% +$100K 0.53% 45
2024
Q2
$552K Buy
+7,200
New +$552K 0.51% 47