Monumental Financial Group’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
2024 Q3	$14.6M	Buy	185,245 +10,823	+6%	+$843K	5.41%	7
2024 Q2	$13.4M	Buy	174,422 +14,009	+9%	+$1.07M	5.83%	7
2024 Q1	$12.3M	Buy	160,413 +6,104	+4%	+$468K	6.54%	5
2023 Q4	$11.9M	Buy	154,309 +50,072	+48%	+$3.79M	7.09%	5
2023 Q3	$7.84M	Buy	104,237 +2,627	+3%	+$198K	5.22%	6
2023 Q2	$7.68M	Sell	101,610 -26,058	-20%	-$1.99M	5.17%	6
2023 Q1	$9.77M	Buy	127,668 +6,948	+6%	+$526K	6.99%	4
2022 Q4	$9.09M	Buy	120,720 +9,140	+8%	+$686K	7.34%	3
2022 Q3	$8.35M	Buy	111,580 +7,076	+7%	+$541K	7.9%	5
2022 Q2	$8.03M	Sell	104,504 -3,731	-3%	-$287K	7.37%	5
2022 Q1	$8.43M	Sell	108,235 -59,574	-36%	-$4.73M	6.97%	6
2021 Q4	$13.6M	Buy	167,809 +9,510	+6%	+$773K	9.72%	4
2021 Q3	$13M	Buy	158,299 +16,504	+12%	+$1.36M	10.36%	4
2021 Q2	$11.7M	Buy	141,795 +133,052	+1,522%	+$10.9M	9.96%	4
2021 Q1	$719K	Buy	+8,743	New	+$722K	0.69%	24