Mitchell McLeod Pugh & Williams’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.87M	Buy	23,841 +1,674	+8%	+$132K	0.28%	74
2025 Q4	$1.75M	Buy	22,167 +2,330	+12%	+$184K	0.25%	83
2025 Q3	$1.57M	Buy	19,837 +7,184	+57%	+$565K	0.25%	79
2025 Q2	$996K	Buy	12,653 +2,126	+20%	+$166K	0.19%	113
2025 Q1	$824K	Buy	10,527 +1,018	+11%	+$79K	0.17%	125
2024 Q4	$735K	Buy	9,509 +2,383	+33%	+$185K	0.15%	131
2024 Q3	$561K	Buy	7,126 +196	+3%	+$15.3K	0.12%	162
2024 Q2	$531K	Buy	6,930 +1,893	+38%	+$144K	0.12%	153
2024 Q1	$386K	Buy	5,037 +594	+13%	+$45.6K	0.09%	190
2023 Q4	$342K	Sell	4,443 -714	-14%	-$54K	0.09%	192
2023 Q3	$388K	Sell	5,157 -1,646	-24%	-$124K	0.11%	172
2023 Q2	$514K	Sell	6,803 -528	-7%	-$40.2K	0.15%	145
2023 Q1	$561K	Buy	+7,331	New	+$556K	0.17%	138
2022 Q4	–	Sell	-3,613	Closed	-$270K	–	251
2022 Q3	$270K	Buy	+3,613	New	+$276K	0.1%	187