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
2025
Q3
$38.5M Buy
2025
Q2
$37M Buy
2025
Q1
$34.8M Buy
2024
Q4
$518K Buy
2024
Q3
$524K Sell
2024
Q2
$524K Sell
2024
Q1
$640K Sell
2023
Q4
$644K Sell
2023
Q3
$49.2M Buy
2023
Q2
$44.6M Buy
2023
Q1
$43.8M Buy
2022
Q4
$23.5M Buy
2022
Q3
$16.5M Buy
2022
Q2
$673K Buy