Plante Moran Financial Advisors’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
2025 Q1	–	Sell	-39	Closed	-$3.01K	–	812
2024 Q4	$3.01K	Buy	+39	New	+$3.03K	﹤0.01%	750
2024 Q3	–	Sell	-356	Closed	-$27.3K	–	878
2024 Q2	$27.3K	Buy	+356	New	+$27.2K	﹤0.01%	428
2023 Q2	–	Sell	-295	Closed	-$22.6K	–	805
2023 Q1	$22.6K	Buy	+295	New	+$22.4K	﹤0.01%	423
2022 Q4	–	Sell	-932	Closed	-$70K	–	875
2022 Q3	$70K	Sell	932 -128	-12%	-$9.78K	0.01%	258
2022 Q2	$81K	Buy	+1,060	New	+$81.7K	0.01%	244
2022 Q1	–	Sell	-24	Closed	-$2K	–	828
2021 Q4	$2K	Buy	+24	New	+$1.95K	﹤0.01%	906
2021 Q3	–	Sell	-11	Closed	-$1K	–	932
2021 Q2	$1K	Buy	+11	New	+$905	﹤0.01%	904
2020 Q3	–	Sell	-137	Closed	-$11K	–	846
2020 Q2	$11K	Buy	137 +65	+90%	+$5.38K	﹤0.01%	510
2020 Q1	$6K	Sell	72 -624	-90%	-$50.7K	﹤0.01%	545
2019 Q4	$56K	Sell	696 -321	-32%	-$25.9K	0.02%	305
2019 Q3	$82K	Buy	+1,017	New	+$82K	0.02%	267
2019 Q2	–	Sell	-439	Closed	-$35K	–	778
2019 Q1	$35K	Hold	439	–	–	0.01%	393
2018 Q4	$34K	Buy	+439	New	+$34.2K	0.01%	361
2018 Q2	–	Sell	-79	Closed	-$6K	–	828
2018 Q1	$6K	Sell	79 -3	-4%	-$236	﹤0.01%	685
2017 Q4	$6K	Sell	82 -14,649	-99%	-$1.16M	﹤0.01%	669
2017 Q3	$1.18M	Buy	+14,731	New	+$1.18M	0.7%	25
2017 Q2	–	Sell	-533	Closed	-$43K	–	839
2017 Q1	$43K	Sell	533 -741	-58%	-$59K	0.03%	346
2016 Q4	$101K	Buy	+1,274	New	+$102K	0.06%	212
2016 Q1	–	Sell	-402	Closed	-$32K	–	871
2015 Q4	$32K	Buy	+402	New	+$32.2K	0.02%	377