Root Financial Partners’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 Q2	$1.41M	Sell	17,906 -1,785	-9%	-$140K	0.14%	56
2025 Q1	$1.54M	Buy	19,691 +3,337	+20%	+$261K	0.16%	47
2024 Q4	$1.26M	Buy	16,354 +6,195	+61%	+$479K	0.16%	50
2024 Q3	$799K	Buy	10,159 +4,895	+93%	+$385K	0.13%	61
2024 Q2	$404K	Buy	+5,264	New	+$404K	0.09%	78