Tobias Financial Advisors’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
2026 Q1	$42.6M	Buy	543,467 +37,773	+7%	+$2.97M	5.93%	3
2025 Q4	$39.9M	Buy	505,694 +17,210	+4%	+$1.36M	5.63%	3
2025 Q3	$38.5M	Buy	488,484 +18,465	+4%	+$1.45M	5.86%	4
2025 Q2	$37M	Buy	470,019 +25,967	+6%	+$2.03M	6.33%	3
2025 Q1	$34.8M	Buy	444,052 +437,344	+6,520%	+$33.9M	6.75%	2
2024 Q4	$518K	Buy	6,708 +51	+0.8%	+$3.96K	0.1%	70
2024 Q3	$524K	Sell	6,657 -178	-3%	-$13.9K	0.11%	65
2024 Q2	$524K	Sell	6,835 -1,516	-18%	-$116K	0.11%	66
2024 Q1	$640K	Sell	8,351 -5	-0.1%	-$384	0.15%	60
2023 Q4	$644K	Sell	8,356 -646,232	-99%	-$48.9M	0.16%	60
2023 Q3	$49.2M	Buy	654,588 +64,285	+11%	+$4.85M	12.91%	1
2023 Q2	$44.6M	Buy	590,303 +17,494	+3%	+$1.33M	12.02%	1
2023 Q1	$43.8M	Buy	572,809 +260,553	+83%	+$19.7M	12.85%	1
2022 Q4	$23.5M	Buy	312,256 +91,833	+42%	+$6.89M	7.72%	1
2022 Q3	$16.5M	Buy	220,423 +211,658	+2,415%	+$16.2M	5.82%	5
2022 Q2	$673K	Buy	+8,765	New	+$675K	0.23%	54