Motive 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
2021
Q4
Sell
-42,327
Closed -$3.47M 79
2021
Q3
$3.47M Buy
42,327
+3,204
+8% +$263K 2.34% 14
2021
Q2
$3.21M Buy
+39,123
New +$3.21M 2.3% 14