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Uptown Financial Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Uptown Financial Advisors’s Portfolio BSV Stock Details BSV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.5M Buy
82,616
+1,756
+2% +$138K 5.57% 5
2025
Q1 		$6.33M Buy
80,860
+6,315
+8% +$494K 6.46% 5
2024
Q4 		$5.76M Buy
+74,545
New +$5.76M 6.21% 5