Oak 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	-4,638	Closed	-$358K	–	54
2024 Q4	$358K	Buy	+4,638	New	+$358K	0.28%	40