Advance Capital Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Advance Capital Management’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
2023 Q4	–	Sell	-2,689	Closed	-$202K	–	133
2023 Q3	$202K	Buy	+2,689	New	+$203K	0.02%	120
2022 Q4	–	Sell	-3,073	Closed	-$230K	–	109
2022 Q3	$230K	Buy	3,073 +5	+0.2%	+$382	0.03%	77
2022 Q2	$236K	Buy	3,068 +4	+0.1%	+$308	0.03%	75
2022 Q1	$239K	Sell	3,064 -151	-5%	-$12K	0.03%	76
2021 Q4	$260K	Buy	+3,215	New	+$261K	0.05%	73

Other funds holding BSV

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Advance Capital Management's BSV Position: Q4 2023 in Review

Advance Capital Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2023, closing a stake of 2,689 shares — an estimated $202K sold.

Advance Capital Management first reported a position in BSV in Q4 2021 and held it in 5 quarters. The position peaked at $260K in Q4 2021. 1,205 funds tracked by Wall St. Rank hold BSV as of Q4 2023.

Advance Capital Management reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2023 after selling out during the quarter.
Advance Capital Management sold 2,689 Vanguard Short-Term Bond ETF shares in Q4 2023, an estimated $202K.
Advance Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and held it in 5 quarters.
Advance Capital Management's Vanguard Short-Term Bond ETF position peaked at $260K in Q4 2021.
1,205 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2023.

Based on Advance Capital Management's 13F filing for Q4 2023, filed 10 Jan 2024.