Plan Group Financial’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
2024 Q2	–	Sell	-7,831	Closed	-$600K	–	101
2024 Q1	$600K	Buy	7,831 +3,002	+62%	+$230K	0.39%	45
2023 Q4	$372K	Buy	+4,829	New	+$372K	0.33%	41
2022 Q2	$400K	Buy	+5,212	New	+$400K	0.69%	33