Waypoint Wealth Partners’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
Q2
Sell
2025
Q1
$203K Hold
2024
Q4
$200K Buy
2024
Q1
Sell
2023
Q4
$258K Buy
2023
Q3
$236K Buy
2022
Q4
Sell
2022
Q3
$641K Sell
2022
Q2
$2.21M Buy