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

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Alta Wealth Advisors's BSV Position: Q1 2023 in Review

Alta Wealth Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2023, closing a stake of 50,300 shares — an estimated $3.79M sold.

Alta Wealth Advisors first reported a position in BSV in Q4 2020 and held it in 9 quarters. The position peaked at $3.99M in Q1 2022. 1,136 funds tracked by Wall St. Rank hold BSV as of Q1 2023.

Alta Wealth Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2023 after selling out during the quarter.
Alta Wealth Advisors sold 50,300 Vanguard Short-Term Bond ETF shares in Q1 2023, an estimated $3.79M.
Alta Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and held it in 9 quarters.
Alta Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $3.99M in Q1 2022.
1,136 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2023.

Based on Alta Wealth Advisors's 13F filing for Q1 2023, filed 21 Apr 2023.