Modern 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
$335K Sell
4,255
-7,509
-64% -$591K 0.01% 576
2025
Q1
$921K Buy
11,764
+4,490
+62% +$351K 0.03% 314
2024
Q4
$562K Buy
+7,274
New +$562K 0.02% 342