SWM

SpringVest Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$648K	Buy	8,234 +152	+2%	+$12K	0.52%	29
2025 Q1	$633K	Sell	8,082 -13	-0.2%	-$1.02K	0.52%	31
2024 Q4	$626K	Buy	+8,095	New	+$626K	0.54%	32