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

Amplius 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	-2,805	Closed	-$211K	–	167
2022 Q4	$211K	Hold	2,805	–	–	0.03%	149
2022 Q3	$210K	Hold	2,805	–	–	0.04%	145
2022 Q2	$215K	Hold	2,805	–	–	0.03%	155
2022 Q1	$218K	Buy	+2,805	New	+$223K	0.03%	163

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

UCFA

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

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

Amplius Wealth Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2023, closing a stake of 2,805 shares — an estimated $211K sold.

Amplius Wealth Advisors first reported a position in BSV in Q1 2022 and held it in 4 quarters. The position peaked at $218K in Q1 2022. 1,135 funds tracked by Wall St. Rank hold BSV as of Q1 2023.

Amplius Wealth Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2023 after selling out during the quarter.
Amplius Wealth Advisors sold 2,805 Vanguard Short-Term Bond ETF shares in Q1 2023, an estimated $211K.
Amplius Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q1 2022 and held it in 4 quarters.
Amplius Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $218K in Q1 2022.
1,135 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2023.

Based on Amplius Wealth Advisors's 13F filing for Q1 2023, filed 25 Apr 2023.