Soundmark Wealth Management’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
2024 Q2	–	Sell	-132,217	Closed	-$10.1M	–	9
2024 Q1	$10.1M	Buy	132,217 +39,413	+42%	+$3.02M	4.5%	8
2023 Q4	$7.15M	Buy	92,804 +2,152	+2%	+$163K	3.53%	10
2023 Q3	$6.81M	Buy	90,652 +10,507	+13%	+$792K	3.79%	9
2023 Q2	$6.06M	Buy	80,145 +8,769	+12%	+$668K	3.38%	11
2023 Q1	$5.46M	Sell	71,376 -566	-0.8%	-$42.9K	3.27%	11
2022 Q4	$5.42M	Buy	71,942 +12,686	+21%	+$952K	3.49%	9
2022 Q3	$4.43M	Buy	59,256 +16,863	+40%	+$1.29M	3.11%	11
2022 Q2	$3.25M	Buy	42,393 +7,042	+20%	+$543K	2.32%	15
2022 Q1	$2.75M	Buy	35,351 +12,188	+53%	+$967K	1.93%	17
2021 Q4	$1.87M	Sell	23,163 -5,575	-19%	-$453K	1.28%	22
2021 Q3	$2.35M	Buy	+28,738	New	+$2.36M	0.85%	22
2021 Q2	–	Sell	-23,198	Closed	-$1.91M	–	69
2021 Q1	$1.91M	Buy	23,198 +4,779	+26%	+$395K	1.05%	19
2020 Q4	$1.53M	Buy	+18,419	New	+$1.53M	0.97%	20