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Principia Wealth Advisory’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Principia Wealth Advisory’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$561K Buy
7,124
+951
+15% +$74.8K 0.47% 29
2025
Q1 		$482K Buy
6,173
+74
+1% +$5.78K 0.46% 24
2024
Q4 		$471K Buy
+6,099
New +$471K 0.44% 24