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

ACG Wealth’s Portfolio BSV Stock Details BSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,397	Closed	-$107K	–	330
2022 Q2	$107K	Buy	+1,397	New	+$108K	0.02%	319
2021 Q1	–	Sell	-2,420	Closed	-$201K	–	326
2020 Q4	$201K	Buy	+2,420	New	+$201K	0.03%	300
2020 Q2	–	Sell	-2,651	Closed	-$218K	–	273
2020 Q1	$218K	Sell	2,651 -912	-26%	-$74.1K	0.04%	261
2019 Q4	$287K	Sell	3,563 -125	-3%	-$10.1K	0.04%	263
2019 Q3	$298K	Buy	3,688 +6	+0.2%	+$484	0.04%	264
2019 Q2	$297K	Buy	3,682 +884	+32%	+$70.5K	0.04%	273
2019 Q1	$223K	Buy	+2,798	New	+$221K	0.03%	305
2017 Q3	–	Sell	-2,972	Closed	-$237K	–	296
2017 Q2	$237K	Buy	+2,972	New	+$237K	0.04%	270
2014 Q4	–	Sell	-5,125	Closed	-$410K	–	205
2014 Q3	$410K	Hold	5,125	–	–	0.12%	135
2014 Q2	$412K	Hold	5,125	–	–	0.08%	145
2014 Q1	$410K	Hold	5,125	–	–	0.12%	132
2013 Q4	$410K	Buy	+5,125	New	+$412K	0.1%	122
2013 Q3	–	Sell	-5,125	Closed	-$410K	–	97
2013 Q2	$410K	Buy	+5,125	New	+$414K	0.16%	101

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

ACG Wealth's BSV Position: Q3 2022 in Review

ACG Wealth sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2022, closing a stake of 1,397 shares — an estimated $107K sold.

ACG Wealth first reported a position in BSV in Q2 2013 and held it in 13 quarters. The position peaked at $412K in Q2 2014. 1,130 funds tracked by Wall St. Rank hold BSV as of Q3 2022.

ACG Wealth reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 1,397 Vanguard Short-Term Bond ETF shares in Q3 2022, an estimated $107K.
ACG Wealth first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and held it in 13 quarters.
ACG Wealth's Vanguard Short-Term Bond ETF position peaked at $412K in Q2 2014.
1,130 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.