Team Financial Group’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
$622K Sell
7,907
-155
-2% -$12.2K 0.31% 22
2025
Q1
$631K Sell
8,062
-2,785
-26% -$218K 0.36% 21
2024
Q4
$838K Sell
10,847
-1,159
-10% -$89.6K 0.48% 21
2024
Q3
$945K Sell
12,006
-1,974
-14% -$155K 0.56% 20
2024
Q2
$1.07M Sell
13,980
-2,769
-17% -$212K 0.69% 19
2024
Q1
$1.28M Sell
16,749
-55,900
-77% -$4.29M 0.86% 18
2023
Q4
$5.6M Buy
72,649
+2,956
+4% +$228K 4.02% 9
2023
Q3
$5.24M Buy
+69,693
New +$5.24M 4.33% 8