Vestia Personal Wealth 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
2025 Q2	$439K	Buy	5,583 +160	+3%	+$12.6K	0.3%	51
2025 Q1	$424K	Buy	5,423 +16	+0.3%	+$1.25K	0.34%	48
2024 Q4	$418K	Buy	5,407 +172	+3%	+$13.3K	0.34%	48
2024 Q3	$412K	Buy	5,235 +1,322	+34%	+$104K	0.39%	41
2024 Q2	$300K	Buy	+3,913	New	+$300K	0.32%	51