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

Alta Wealth Advisors’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
Q1 		– Sell
-50,300
Closed -$3.79M – 140
2022
Q4 		$3.79M Sell
50,300
-964
-2% -$72.3K 2.56% 8
2022
Q3 		$3.84M Hold
51,264
– – 2.74% 7
2022
Q2 		$3.94M Hold
51,264
– – 2.73% 9
2022
Q1 		$3.99M Buy
51,264
+48,440
+1,715% +$3.85M 2.37% 10
2021
Q4 		$228K Hold
2,824
– – 0.14% 136
2021
Q3 		$231K Hold
2,824
– – 0.17% 135
2021
Q2 		$232K Hold
2,824
– – 0.17% 136
2021
Q1 		$232K Hold
2,824
– – 0.19% 126
2020
Q4 		$234K Buy
+2,824
New +$234K 0.2% 128

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BCMIO
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Goldman Sachs
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return