Total Wealth Planning’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
$463K Sell
5,886
-1,141
-16% -$89.8K 0.06% 77
2025
Q1
$550K Buy
7,027
+3
+0% +$235 0.08% 59
2024
Q4
$543K Buy
7,024
+8
+0.1% +$618 0.08% 61
2024
Q3
$552K Buy
7,016
+3
+0% +$236 0.09% 61
2024
Q2
$542K Buy
7,013
+7
+0.1% +$541 0.09% 61
2024
Q1
$537K Buy
7,006
+3
+0% +$230 0.09% 64
2023
Q4
$539K Buy
+7,003
New +$539K 0.1% 64