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Wingate Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Wingate Wealth Advisors’s Portfolio BSV Stock Details BSV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-16,112
Closed -$1.24M – 139
2024
Q4 		$1.24M Buy
+16,112
New +$1.24M 1.22% 23