Triad Financial Advisors’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
2023 Q3	$12.1M	Buy	161,076 +4,005	+3%	+$301K	4.26%	7
2023 Q2	$11.9M	Buy	157,071 +5,411	+4%	+$409K	4.87%	5
2023 Q1	$11.6M	Buy	151,660 +3,770	+3%	+$288K	5.05%	5
2022 Q4	$11.1M	Buy	147,890 +136,143	+1,159%	+$10.2M	4.96%	4
2022 Q3	$879K	Buy	+11,747	New	+$879K	0.48%	27