Wealth Group’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	–	Sell	-5,749	Closed	-$450K	–	106
2025 Q1	$450K	Buy	5,749 +188	+3%	+$14.7K	0.29%	77
2024 Q4	$430K	Buy	5,561 +313	+6%	+$24.2K	0.28%	83
2024 Q3	$413K	Buy	+5,248	New	+$413K	0.28%	86